WIGOX Mutual Fund

WIGOX Mutual Fund

NAV$4.07
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Returns Overview

1 Month
-0.25%
3 Months
-3.42%
6 Months
+1.28%
YTD
+2.86%
1 Year
+2.40%
3 Years (annualized)
+10.41%
5 Years (annualized)
-3.33%
10 Years (annualized)
+9.40%

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
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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+7.47%
vs Peers
-4.61%

WIGOX Mutual Fund Performance

WIGOX performance across multiple time periods: 1-month -0.25%, YTD 2.86%, 1-year 2.40%, 3-year 10.41%, 5-year -3.33%, 10-year 9.40%.

WIGOX returns trail the peer average of 7.47% 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.