WMGCX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
+2.06%
3 Months
+12.68%
6 Months
+4.56%
YTD
+4.13%
1 Year
+3.22%
3 Years (annualized)
+5.48%
5 Years (annualized)
-0.15%
10 Years (annualized)
+11.13%

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
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📉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

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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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+10.82%
vs Peers
-6.68%

WMGCX Mutual Fund Performance

WMGCX performance across multiple time periods: 1-month 2.06%, YTD 4.13%, 1-year 3.22%, 3-year 5.48%, 5-year -0.15%, 10-year 11.13%.

WMGCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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