WISGX Mutual Fund

WISGX Mutual Fund

NAV$25.12
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Returns Overview

1 Month
-1.04%
3 Months
-1.55%
6 Months
+5.63%
YTD
+14.63%
1 Year
+18.72%
3 Years (annualized)
+13.88%
5 Years (annualized)
+2.28%
10 Years (annualized)
+13.15%

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)
+14.63%
Peer Avg (YTD)
+15.20%
vs Peers
-0.57%

WISGX Mutual Fund Performance

WISGX performance across multiple time periods: 1-month -1.04%, YTD 14.63%, 1-year 18.72%, 3-year 13.88%, 5-year 2.28%, 10-year 13.15%.

WISGX returns trail the peer average of 15.20% 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.