WHGCX Mutual Fund

WHGCX Mutual Fund

NAV$19.71
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Returns Overview

1 Month
-2.65%
3 Months
+2.55%
6 Months
+2.35%
YTD
+11.69%
1 Year
+5.98%
3 Years (annualized)
+7.92%
5 Years (annualized)
+3.99%
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)
+11.69%
Peer Avg (YTD)
+15.20%
vs Peers
-3.51%

WHGCX Mutual Fund Performance

WHGCX performance across multiple time periods: 1-month -2.65%, YTD 11.69%, 1-year 5.98%, 3-year 7.92%, 5-year 3.99%, 10-year 7.88%.

WHGCX returns trail the peer average of 15.20% 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.