WISGX Mutual Fund

WISGX Mutual Fund

NAV$28.30
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Returns Overview

1 Month
+7.80%
3 Months
+23.13%
6 Months
+25.52%
YTD
+23.81%
1 Year
+37.85%
3 Years (annualized)
+17.51%
5 Years (annualized)
+4.93%
10 Years (annualized)
+15.17%

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)
+23.81%
Peer Avg (YTD)
+18.52%
vs Peers
+5.29%

WISGX Mutual Fund Performance

WISGX performance across multiple time periods: 1-month 7.80%, YTD 23.81%, 1-year 37.85%, 3-year 17.51%, 5-year 4.93%, 10-year 15.17%.

WISGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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