WLGCX Mutual Fund

WLGCX Mutual Fund

NAV$24.34
See how much of WLGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.59%
3 Months
+3.69%
6 Months
+3.73%
YTD
+1.17%
1 Year
+2.64%
3 Years (annualized)
+12.26%
5 Years (annualized)
+7.60%
10 Years (annualized)
+14.49%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+6.23%
vs Peers
-5.06%

WLGCX Mutual Fund Performance

WLGCX performance across multiple time periods: 1-month 2.59%, YTD 1.17%, 1-year 2.64%, 3-year 12.26%, 5-year 7.60%, 10-year 14.49%.

WLGCX returns trail the peer average of 6.23% 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.