WHGHX Mutual Fund

WHGHX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+1.22%
3 Months
+1.07%
6 Months
+3.15%
YTD
+5.17%
1 Year
+8.95%
3 Years (annualized)
+9.96%
5 Years (annualized)
+4.72%
10 Years (annualized)
+6.05%

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
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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)
+5.17%
Peer Avg (YTD)
+2.15%
vs Peers
+3.02%

WHGHX Mutual Fund Performance

WHGHX performance across multiple time periods: 1-month 1.22%, YTD 5.17%, 1-year 8.95%, 3-year 9.96%, 5-year 4.72%, 10-year 6.05%.

WHGHX returns outperform the peer average of 2.15% 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.