WQDGX Mutual Fund

WQDGX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
-3.71%
3 Months
-3.37%
6 Months
-4.88%
YTD
-1.55%
1 Year
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WQDGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-1.55%
Peer Avg (YTD)
-2.96%
vs Peers
+1.40%

WQDGX Mutual Fund Performance

WQDGX performance across multiple time periods: 1-month -3.71%, YTD -1.55%, 1-year 0.94%.

WQDGX returns outperform the peer average of -2.96% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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