WGLSX Mutual Fund

WGLSX Mutual Fund

NAV$14.31
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Returns Overview

1 Month
+3.58%
3 Months
-0.79%
6 Months
+6.12%
YTD
+12.57%
1 Year
+12.57%
3 Years (annualized)
+8.13%
5 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGLSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.57%
Peer Avg (YTD)
+6.11%
vs Peers
+6.46%

WGLSX Mutual Fund Performance

WGLSX performance across multiple time periods: 1-month 3.58%, YTD 12.57%, 1-year 12.57%, 3-year 8.13%, 5-year 5.47%.

WGLSX returns outperform the peer average of 6.11% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

WGLSX vs another fund shows side-by-side returns. WGLSX alternatives are available in the Mutual Fund Screener.