WRGCX Mutual Fund

WRGCX Mutual Fund

NAV$23.16
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Returns Overview

1 Month
-5.06%
3 Months
+6.18%
6 Months
+12.56%
YTD
+14.34%
1 Year
+26.30%
3 Years (annualized)
+12.28%
5 Years (annualized)
+2.21%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRGCX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.34%
Peer Avg (YTD)
+15.31%
vs Peers
-0.97%

WRGCX Mutual Fund Performance

WRGCX performance across multiple time periods: 1-month -5.06%, YTD 14.34%, 1-year 26.30%, 3-year 12.28%, 5-year 2.21%, 10-year 8.93%.

WRGCX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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