WMGAX Mutual Fund

WMGAX Mutual Fund

NAV$22.26
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Returns Overview

1 Month
-1.40%
3 Months
-4.66%
6 Months
-2.10%
YTD
-4.58%
1 Year
-7.87%
3 Years (annualized)
+6.54%
5 Years (annualized)
-3.99%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMGAX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-4.58%
Peer Avg (YTD)
+8.01%
vs Peers
-12.58%

WMGAX Mutual Fund Performance

WMGAX performance across multiple time periods: 1-month -1.40%, YTD -4.58%, 1-year -7.87%, 3-year 6.54%, 5-year -3.99%, 10-year 10.06%.

WMGAX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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