WISGX Mutual Fund

WISGX Mutual Fund

NAV$26.64
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Returns Overview

1 Month
-7.71%
3 Months
+2.94%
6 Months
+9.08%
YTD
+15.83%
1 Year
+25.33%
3 Years (annualized)
+13.79%
5 Years (annualized)
+3.19%
10 Years (annualized)
+13.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WISGX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.83%
Peer Avg (YTD)
+15.31%
vs Peers
+0.52%

WISGX Mutual Fund Performance

WISGX performance across multiple time periods: 1-month -7.71%, YTD 15.83%, 1-year 25.33%, 3-year 13.79%, 5-year 3.19%, 10-year 13.51%.

WISGX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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