WHGMX Mutual Fund

WHGMX Mutual Fund

NAV$18.19
See how much of WHGMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.21%
3 Months
-4.05%
6 Months
-1.74%
YTD
+10.28%
1 Year
+14.67%
3 Years (annualized)
+15.32%
5 Years (annualized)
+6.87%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGMX 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)
+10.28%
Peer Avg (YTD)
+8.01%
vs Peers
+2.27%

WHGMX Mutual Fund Performance

WHGMX performance across multiple time periods: 1-month 3.21%, YTD 10.28%, 1-year 14.67%, 3-year 15.32%, 5-year 6.87%, 10-year 9.43%.

WHGMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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