WGMCX Mutual Fund

WGMCX Mutual Fund

NAV$38.63
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Returns Overview

1 Month
-4.79%
3 Months
+11.81%
6 Months
+10.12%
YTD
+10.22%
1 Year
+21.05%
3 Years (annualized)
+5.51%
5 Years (annualized)
-3.96%
10 Years (annualized)
+12.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGMCX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+15.31%
vs Peers
-5.09%

WGMCX Mutual Fund Performance

WGMCX performance across multiple time periods: 1-month -4.79%, YTD 10.22%, 1-year 21.05%, 3-year 5.51%, 5-year -3.96%, 10-year 12.17%.

WGMCX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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