WSCGX Mutual Fund

WSCGX Mutual Fund

NAV$36.55
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Returns Overview

1 Month
+0.93%
3 Months
-2.58%
6 Months
+0.90%
YTD
+4.86%
1 Year
+7.39%
3 Years (annualized)
+14.06%
5 Years (annualized)
+2.21%
10 Years (annualized)
+10.06%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.86%
Peer Avg (YTD)
+12.21%
vs Peers
-7.35%

WSCGX Mutual Fund Performance

WSCGX performance across multiple time periods: 1-month 0.93%, YTD 4.86%, 1-year 7.39%, 3-year 14.06%, 5-year 2.21%, 10-year 10.06%.

WSCGX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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