WMGRX Mutual Fund

NAV$21.63

Returns Overview

1 Month
+2.12%
3 Months
+12.86%
6 Months
+4.89%
YTD
+4.39%
1 Year
+3.77%
3 Years (annualized)
+7.69%
5 Years (annualized)
+5.74%
10 Years (annualized)
+18.10%

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

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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)
+4.39%
Peer Avg (YTD)
+10.82%
vs Peers
-6.42%

WMGRX Mutual Fund Performance

WMGRX performance across multiple time periods: 1-month 2.12%, YTD 4.39%, 1-year 3.77%, 3-year 7.69%, 5-year 5.74%, 10-year 18.10%.

WMGRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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