WIGTX Mutual Fund

NAV$11.77

Returns Overview

1 Month
+3.27%
3 Months
+1.39%
6 Months
+2.32%
YTD
+4.38%
1 Year
+10.15%
3 Years (annualized)
-4.14%
5 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIGTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country Ex-US Small Cap Index
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+2.21%
vs Peers
+2.17%

WIGTX Mutual Fund Performance

WIGTX performance across multiple time periods: 1-month 3.27%, YTD 4.38%, 1-year 10.15%, 3-year -4.14%, 5-year 3.14%.

WIGTX returns outperform the peer average of 2.21% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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