WMGCX Mutual Fund

WMGCX Mutual Fund

NAV$14.35
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Returns Overview

1 Month
-1.36%
3 Months
-3.65%
6 Months
-2.75%
YTD
-1.69%
1 Year
-6.99%
3 Years (annualized)
+2.01%
5 Years (annualized)
-3.86%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMGCX 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)
-1.69%
Peer Avg (YTD)
+9.89%
vs Peers
-11.58%

WMGCX Mutual Fund Performance

WMGCX performance across multiple time periods: 1-month -1.36%, YTD -1.69%, 1-year -6.99%, 3-year 2.01%, 5-year -3.86%, 10-year 8.96%.

WMGCX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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