WHGAX Mutual Fund

WHGAX Mutual Fund

NAV$20.10
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Returns Overview

1 Month
-2.41%
3 Months
+3.15%
6 Months
+3.52%
YTD
+12.10%
1 Year
+7.72%
3 Years (annualized)
+8.82%
5 Years (annualized)
+4.98%
10 Years (annualized)
+8.68%

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)
+12.10%
Peer Avg (YTD)
+15.20%
vs Peers
-3.10%

WHGAX Mutual Fund Performance

WHGAX performance across multiple time periods: 1-month -2.41%, YTD 12.10%, 1-year 7.72%, 3-year 8.82%, 5-year 4.98%, 10-year 8.68%.

WHGAX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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