WOGSX Mutual Fund

WOGSX Mutual Fund

NAV$173.31
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Returns Overview

1 Month
-1.28%
3 Months
+3.00%
6 Months
+8.19%
YTD
+10.36%
1 Year
+24.26%
3 Years (annualized)
+19.81%
5 Years (annualized)
+10.80%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOGSX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+9.41%
vs Peers
+0.95%

WOGSX Mutual Fund Performance

WOGSX performance across multiple time periods: 1-month -1.28%, YTD 10.36%, 1-year 24.26%, 3-year 19.81%, 5-year 10.80%, 10-year 13.98%.

WOGSX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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