WHGCX Mutual Fund

WHGCX Mutual Fund

NAV$21.09
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Returns Overview

1 Month
-2.32%
3 Months
+2.53%
6 Months
+8.64%
YTD
+14.73%
1 Year
+14.02%
3 Years (annualized)
+7.51%
5 Years (annualized)
+4.97%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGCX 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)
+14.73%
Peer Avg (YTD)
+15.31%
vs Peers
-0.58%

WHGCX Mutual Fund Performance

WHGCX performance across multiple time periods: 1-month -2.32%, YTD 14.73%, 1-year 14.02%, 3-year 7.51%, 5-year 4.97%, 10-year 7.88%.

WHGCX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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