WGROX Mutual Fund

WGROX Mutual Fund

NAV$77.34
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Returns Overview

1 Month
+2.73%
3 Months
+5.98%
6 Months
+5.55%
YTD
+7.24%
1 Year
+2.44%
3 Years (annualized)
+6.85%
5 Years (annualized)
+0.68%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGROX 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 Index(^RUT)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+15.20%
vs Peers
-7.96%

WGROX Mutual Fund Performance

WGROX performance across multiple time periods: 1-month 2.73%, YTD 7.24%, 1-year 2.44%, 3-year 6.85%, 5-year 0.68%, 10-year 10.88%.

WGROX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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