WHGSX Mutual Fund

WHGSX Mutual Fund

NAV$22.43
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Returns Overview

1 Month
+7.90%
3 Months
+13.50%
6 Months
+17.96%
YTD
+17.96%
1 Year
+20.20%
3 Years (annualized)
+11.41%
5 Years (annualized)
+6.05%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGSX 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)
+17.96%
Peer Avg (YTD)
+18.52%
vs Peers
-0.57%

WHGSX Mutual Fund Performance

WHGSX performance across multiple time periods: 1-month 7.90%, YTD 17.96%, 1-year 20.20%, 3-year 11.41%, 5-year 6.05%, 10-year 9.73%.

WHGSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

WHGSX performance comparison shows side-by-side returns with another fund. WHGSX alternatives are available in the Mutual Fund Screener.