WGSCX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
+0.30%
3 Months
+2.48%
6 Months
+2.13%
YTD
+5.32%
1 Year
+4.53%
3 Years (annualized)
+3.50%
5 Years (annualized)
-1.75%
10 Years (annualized)
+0.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGSCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
+5.32%
Peer Avg (YTD)
+5.26%
vs Peers
+0.05%

WGSCX Mutual Fund Performance

WGSCX performance across multiple time periods: 1-month 0.30%, YTD 5.32%, 1-year 4.53%, 3-year 3.50%, 5-year -1.75%, 10-year 0.17%.

WGSCX returns outperform the peer average of 5.26% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

WGSCX performance comparison shows side-by-side returns with another fund. WGSCX alternatives are available in the Mutual Fund Screener.