WGSDX Mutual Fund

WGSDX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
+1.43%
3 Months
+2.40%
6 Months
+1.88%
YTD
+4.70%
1 Year
+2.50%
3 Years (annualized)
+2.00%
5 Years (annualized)
-1.13%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGSDX 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
PROUpgrade to run
🏦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
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+3.93%
vs Peers
+0.77%

WGSDX Mutual Fund Performance

WGSDX performance across multiple time periods: 1-month 1.43%, YTD 4.70%, 1-year 2.50%, 3-year 2.00%, 5-year -1.13%, 10-year 1.05%.

WGSDX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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