WHGMX Mutual Fund

WHGMX Mutual Fund

NAV$18.64
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Returns Overview

1 Month
-2.59%
3 Months
+2.40%
6 Months
+7.38%
YTD
+14.93%
1 Year
+19.87%
3 Years (annualized)
+13.69%
5 Years (annualized)
+9.08%
10 Years (annualized)
+9.81%

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
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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)
+14.93%
Peer Avg (YTD)
+9.54%
vs Peers
+5.39%

WHGMX Mutual Fund Performance

WHGMX performance across multiple time periods: 1-month -2.59%, YTD 14.93%, 1-year 19.87%, 3-year 13.69%, 5-year 9.08%, 10-year 9.81%.

WHGMX returns outperform the peer average of 9.54% 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.