WMGAX Mutual Fund

WMGAX Mutual Fund

NAV$24.06
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.13%
3 Months
+12.95%
6 Months
+4.99%
YTD
+4.49%
1 Year
+4.04%
3 Years (annualized)
+5.38%
5 Years (annualized)
+0.11%
10 Years (annualized)
+11.68%

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
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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+10.82%
vs Peers
-6.33%

WMGAX Mutual Fund Performance

WMGAX performance across multiple time periods: 1-month 2.13%, YTD 4.49%, 1-year 4.04%, 3-year 5.38%, 5-year 0.11%, 10-year 11.68%.

WMGAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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