WLGCX Mutual Fund

NAV$24.35

Returns Overview

1 Month
-3.77%
3 Months
+12.35%
6 Months
-1.98%
YTD
-1.39%
1 Year
+2.60%
3 Years (annualized)
+14.51%
5 Years (annualized)
+14.64%
10 Years (annualized)
+23.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLGCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-1.39%
Peer Avg (YTD)
+8.97%
vs Peers
-10.36%

WLGCX Mutual Fund Performance

WLGCX performance across multiple time periods: 1-month -3.77%, YTD -1.39%, 1-year 2.60%, 3-year 14.51%, 5-year 14.64%, 10-year 23.19%.

WLGCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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