WHGCX Mutual Fund

WHGCX Mutual Fund

NAV$21.90
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Returns Overview

1 Month
+7.84%
3 Months
+13.22%
6 Months
+17.45%
YTD
+16.33%
1 Year
+19.13%
3 Years (annualized)
+9.93%
5 Years (annualized)
+4.83%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.33%
Peer Avg (YTD)
+18.52%
vs Peers
-2.19%

WHGCX Mutual Fund Performance

WHGCX performance across multiple time periods: 1-month 7.84%, YTD 16.33%, 1-year 19.13%, 3-year 9.93%, 5-year 4.83%.

WHGCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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