WHGAX Mutual Fund

WHGAX Mutual Fund

NAV$22.35
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Returns Overview

1 Month
+8.05%
3 Months
+13.90%
6 Months
+18.59%
YTD
+17.42%
1 Year
+20.76%
3 Years (annualized)
+10.73%
5 Years (annualized)
+5.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.42%
Peer Avg (YTD)
+18.52%
vs Peers
-1.11%

WHGAX Mutual Fund Performance

WHGAX performance across multiple time periods: 1-month 8.05%, YTD 17.42%, 1-year 20.76%, 3-year 10.73%, 5-year 5.69%.

WHGAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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