WIGRX Mutual Fund

WIGRX Mutual Fund

NAV$80.98
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Returns Overview

1 Month
+2.44%
3 Months
-0.67%
6 Months
+4.21%
YTD
+3.77%
1 Year
+2.72%
3 Years (annualized)
+10.12%
5 Years (annualized)
-0.39%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIGRX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+12.21%
vs Peers
-8.44%

WIGRX Mutual Fund Performance

WIGRX performance across multiple time periods: 1-month 2.44%, YTD 3.77%, 1-year 2.72%, 3-year 10.12%, 5-year -0.39%, 10-year 10.70%.

WIGRX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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