WIGOX Mutual Fund

WIGOX Mutual Fund

NAV$4.26
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Returns Overview

1 Month
-0.49%
3 Months
+4.87%
6 Months
+6.23%
YTD
+6.51%
1 Year
+1.22%
3 Years (annualized)
+5.73%
5 Years (annualized)
-1.02%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIGOX 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
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📉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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+8.67%
vs Peers
-2.16%

WIGOX Mutual Fund Performance

WIGOX performance across multiple time periods: 1-month -0.49%, YTD 6.51%, 1-year 1.22%, 3-year 5.73%, 5-year -1.02%, 10-year 9.55%.

WIGOX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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