WGSXX Mutual Fund

WGSXX Mutual Fund

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Returns Overview

1 Month
+0.28%
3 Months
+0.51%
6 Months
+1.29%
YTD
+2.30%
1 Year
+2.85%
3 Years (annualized)
+3.70%
5 Years (annualized)
+3.16%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGSXX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+2.21%
vs Peers
+0.08%

WGSXX Mutual Fund Performance

WGSXX performance across multiple time periods: 1-month 0.28%, YTD 2.30%, 1-year 2.85%, 3-year 3.70%, 5-year 3.16%, 10-year 1.75%.

WGSXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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