WGUSX Mutual Fund

NAV$14.09
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Returns Overview

1 Month
+2.02%
3 Months
+12.48%
6 Months
+2.41%
YTD
+2.25%
1 Year
-2.92%
3 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGUSX 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
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📉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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+3.89%
vs Peers
-1.63%

WGUSX Mutual Fund Performance

WGUSX performance across multiple time periods: 1-month 2.02%, YTD 2.25%, 1-year -2.92%, 3-year 6.99%.

WGUSX returns trail the peer average of 3.89% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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