WMGYX Mutual Fund

WMGYX Mutual Fund

NAV$26.29
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Returns Overview

1 Month
+2.14%
3 Months
+12.97%
6 Months
+5.01%
YTD
+4.55%
1 Year
+4.05%
3 Years (annualized)
+3.16%
5 Years (annualized)
-1.16%
10 Years (annualized)
+10.99%

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)
+4.55%
Peer Avg (YTD)
+10.82%
vs Peers
-6.27%

WMGYX Mutual Fund Performance

WMGYX performance across multiple time periods: 1-month 2.14%, YTD 4.55%, 1-year 4.05%, 3-year 3.16%, 5-year -1.16%, 10-year 10.99%.

WMGYX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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