WLGCX Mutual Fund

WLGCX Mutual Fund

NAV$24.04
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Returns Overview

1 Month
-0.91%
3 Months
+3.00%
6 Months
+6.80%
YTD
+4.21%
1 Year
+1.54%
3 Years (annualized)
+16.29%
5 Years (annualized)
+7.08%
10 Years (annualized)
+15.04%

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
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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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+5.23%
vs Peers
-1.03%

WLGCX Mutual Fund Performance

WLGCX performance across multiple time periods: 1-month -0.91%, YTD 4.21%, 1-year 1.54%, 3-year 16.29%, 5-year 7.08%, 10-year 15.04%.

WLGCX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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