WGMCX Mutual Fund

WGMCX Mutual Fund

NAV$37.12
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Returns Overview

1 Month
+2.33%
3 Months
-2.02%
6 Months
+9.56%
YTD
+8.00%
1 Year
+15.42%
3 Years (annualized)
+14.98%
5 Years (annualized)
-5.17%
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)
+8.00%
Peer Avg (YTD)
+12.21%
vs Peers
-4.21%

WGMCX Mutual Fund Performance

WGMCX performance across multiple time periods: 1-month 2.33%, YTD 8.00%, 1-year 15.42%, 3-year 14.98%, 5-year -5.17%, 10-year 12.17%.

WGMCX returns trail the peer average of 12.21% 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.