WICGX Mutual Fund

WICGX Mutual Fund

NAV$6.31
See how much of WICGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.35%
3 Months
-3.97%
6 Months
+1.95%
YTD
+3.83%
1 Year
+5.36%
3 Years (annualized)
+8.71%
5 Years (annualized)
-6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICGX 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
MSCI China All Shares Index NR USD(^M1CNALNR)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+8.53%
vs Peers
-4.70%

WICGX Mutual Fund Performance

WICGX performance across multiple time periods: 1-month 3.35%, YTD 3.83%, 1-year 5.36%, 3-year 8.71%, 5-year -6.78%.

WICGX returns trail the peer average of 8.53% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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