WLGRX Mutual Fund

NAV$34.65

Returns Overview

1 Month
-3.73%
3 Months
+12.53%
6 Months
-1.72%
YTD
-1.13%
1 Year
+3.14%
3 Years (annualized)
+13.20%
5 Years (annualized)
+8.67%
10 Years (annualized)
+15.56%

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
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)
-1.13%
Peer Avg (YTD)
+8.97%
vs Peers
-10.10%

WLGRX Mutual Fund Performance

WLGRX performance across multiple time periods: 1-month -3.73%, YTD -1.13%, 1-year 3.14%, 3-year 13.20%, 5-year 8.67%, 10-year 15.56%.

WLGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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