WGUSX Mutual Fund

WGUSX Mutual Fund

NAV$12.98
See how much of WGUSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.09%
3 Months
+2.55%
6 Months
+4.19%
YTD
+2.78%
1 Year
-1.58%
3 Years (annualized)
+5.67%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+2.78%
Peer Avg (YTD)
+7.93%
vs Peers
-5.15%

WGUSX Mutual Fund Performance

WGUSX performance across multiple time periods: 1-month 3.09%, YTD 2.78%, 1-year -1.58%, 3-year 5.67%.

WGUSX returns trail the peer average of 7.93% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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