WLGRX Mutual Fund

WLGRX Mutual Fund

NAV$35.50
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Returns Overview

1 Month
+3.51%
3 Months
+2.28%
6 Months
+13.29%
YTD
+5.05%
1 Year
+6.67%
3 Years (annualized)
+14.34%
5 Years (annualized)
+8.04%
10 Years (annualized)
+15.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLGRX 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)
+5.05%
Peer Avg (YTD)
+8.51%
vs Peers
-3.46%

WLGRX Mutual Fund Performance

WLGRX performance across multiple time periods: 1-month 3.51%, YTD 5.05%, 1-year 6.67%, 3-year 14.34%, 5-year 8.04%, 10-year 15.43%.

WLGRX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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