WHGHX Mutual Fund

WHGHX Mutual Fund

NAV$10.32
See how much of WHGHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.21%
3 Months
+1.43%
6 Months
+2.62%
YTD
+3.90%
1 Year
+9.25%
3 Years (annualized)
+9.39%
5 Years (annualized)
+4.46%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+0.12%
vs Peers
+3.78%

WHGHX Mutual Fund Performance

WHGHX performance across multiple time periods: 1-month -0.21%, YTD 3.90%, 1-year 9.25%, 3-year 9.39%, 5-year 4.46%, 10-year 6.04%.

WHGHX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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