WGROX Mutual Fund

WGROX Mutual Fund

NAV$81.87
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Returns Overview

1 Month
-2.86%
3 Months
+4.90%
6 Months
+2.49%
YTD
+4.40%
1 Year
-1.65%
3 Years (annualized)
+5.41%
5 Years (annualized)
+0.47%
10 Years (annualized)
+10.74%

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)
+4.40%
Peer Avg (YTD)
+15.31%
vs Peers
-10.92%

WGROX Mutual Fund Performance

WGROX performance across multiple time periods: 1-month -2.86%, YTD 4.40%, 1-year -1.65%, 3-year 5.41%, 5-year 0.47%, 10-year 10.74%.

WGROX returns trail the peer average of 15.31% 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.