WMGRX Mutual Fund

WMGRX Mutual Fund

NAV$21.13
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Returns Overview

1 Month
-1.32%
3 Months
-3.51%
6 Months
-2.47%
YTD
-1.37%
1 Year
-6.54%
3 Years (annualized)
+2.54%
5 Years (annualized)
-3.39%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMGRX 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)
-1.37%
Peer Avg (YTD)
+9.89%
vs Peers
-11.26%

WMGRX Mutual Fund Performance

WMGRX performance across multiple time periods: 1-month -1.32%, YTD -1.37%, 1-year -6.54%, 3-year 2.54%, 5-year -3.39%, 10-year 9.44%.

WMGRX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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