WPGHX Mutual Fund

NAV$9.74

Returns Overview

1 Month
-0.55%
3 Months
+4.28%
6 Months
-8.15%
YTD
-7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WPGHX 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

This Mutual Fund (YTD)
-7.87%
Peer Avg (YTD)
+3.53%
vs Peers
-11.40%

WPGHX Mutual Fund Performance

WPGHX performance across multiple time periods: 1-month -0.55%, YTD -7.87%.

WPGHX returns trail the peer average of 3.53% YTD. With an expense ratio of 2.91%, investors should weigh costs against performance when evaluating this mutual fund.

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