WMGRX Mutual Fund

WMGRX Mutual Fund

NAV$21.17
See how much of WMGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.25%
3 Months
+2.62%
6 Months
-1.49%
YTD
+0.43%
1 Year
-4.10%
3 Years (annualized)
+0.79%
5 Years (annualized)
-2.94%
10 Years (annualized)
+9.60%

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
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)
+0.43%
Peer Avg (YTD)
+9.54%
vs Peers
-9.11%

WMGRX Mutual Fund Performance

WMGRX performance across multiple time periods: 1-month -4.25%, YTD 0.43%, 1-year -4.10%, 3-year 0.79%, 5-year -2.94%, 10-year 9.60%.

WMGRX returns trail the peer average of 9.54% 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.