WGSVX Mutual Fund

NAV$11.79

Returns Overview

1 Month
-0.63%
3 Months
+16.95%
6 Months
+15.49%
YTD
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGSVX 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
PROUpgrade to run

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
MSCI AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+14.77%
Peer Avg (YTD)
+18.52%
vs Peers
-3.75%

WGSVX Mutual Fund Performance

WGSVX performance across multiple time periods: 1-month -0.63%, YTD 14.77%.

WGSVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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