WMGYX Mutual Fund

WMGYX Mutual Fund

NAV$24.20
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Returns Overview

1 Month
-4.24%
3 Months
+2.66%
6 Months
-1.38%
YTD
+0.12%
1 Year
-3.86%
3 Years (annualized)
+1.03%
5 Years (annualized)
-2.67%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMGYX 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)
+0.12%
Peer Avg (YTD)
+9.54%
vs Peers
-9.42%

WMGYX Mutual Fund Performance

WMGYX performance across multiple time periods: 1-month -4.24%, YTD 0.12%, 1-year -3.86%, 3-year 1.03%, 5-year -2.67%, 10-year 9.95%.

WMGYX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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