WOGSX Mutual Fund

NAV$176.70

Returns Overview

1 Month
+0.49%
3 Months
+18.12%
6 Months
+12.09%
YTD
+11.79%
1 Year
+27.49%
3 Years (annualized)
+20.91%
5 Years (annualized)
+10.60%
10 Years (annualized)
+14.31%

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
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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+9.51%
vs Peers
+2.28%

WOGSX Mutual Fund Performance

WOGSX performance across multiple time periods: 1-month 0.49%, YTD 11.79%, 1-year 27.49%, 3-year 20.91%, 5-year 10.60%, 10-year 14.31%.

WOGSX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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