WHGLX Mutual Fund

WHGLX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
+2.81%
3 Months
+3.31%
6 Months
+6.48%
YTD
+9.39%
1 Year
+11.58%
3 Years (annualized)
+9.40%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGLX 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)
+9.39%
Peer Avg (YTD)
+11.41%
vs Peers
-2.02%

WHGLX Mutual Fund Performance

WHGLX performance across multiple time periods: 1-month 2.81%, YTD 9.39%, 1-year 11.58%, 3-year 9.40%, 5-year 7.24%, 10-year 9.63%.

WHGLX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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