WSCGX Mutual Fund

NAV$38.07

Returns Overview

1 Month
+7.08%
3 Months
+22.66%
6 Months
+16.63%
YTD
+15.91%
1 Year
+26.90%
3 Years (annualized)
+16.68%
5 Years (annualized)
+15.51%
10 Years (annualized)
+20.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCGX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.91%
Peer Avg (YTD)
+18.52%
vs Peers
-2.61%

WSCGX Mutual Fund Performance

WSCGX performance across multiple time periods: 1-month 7.08%, YTD 15.91%, 1-year 26.90%, 3-year 16.68%, 5-year 15.51%, 10-year 20.28%.

WSCGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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