WGMVX Mutual Fund

WGMVX Mutual Fund

NAV$4.43
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Returns Overview

1 Month
-1.28%
3 Months
-3.96%
6 Months
+0.44%
YTD
+11.62%
1 Year
+12.43%
3 Years (annualized)
+21.96%
5 Years (annualized)
+3.42%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGMVX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+11.62%
Peer Avg (YTD)
+12.21%
vs Peers
-0.59%

WGMVX Mutual Fund Performance

WGMVX performance across multiple time periods: 1-month -1.28%, YTD 11.62%, 1-year 12.43%, 3-year 21.96%, 5-year 3.42%, 10-year 14.08%.

WGMVX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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