WGNIX Mutual Fund

WGNIX Mutual Fund

NAV$13.73
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Returns Overview

1 Month
+10.24%
3 Months
+13.76%
6 Months
+27.10%
YTD
+7.68%
1 Year
+17.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGNIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+1.87%
vs Peers
+5.81%

WGNIX Mutual Fund Performance

WGNIX performance across multiple time periods: 1-month 10.24%, YTD 7.68%, 1-year 17.00%.

WGNIX returns outperform the peer average of 1.87% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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