WSGAX Mutual Fund

WSGAX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
-4.94%
3 Months
+6.38%
6 Months
+13.07%
YTD
+14.87%
1 Year
+27.40%
3 Years (annualized)
+13.14%
5 Years (annualized)
+3.00%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSGAX 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)
+14.87%
Peer Avg (YTD)
+15.31%
vs Peers
-0.44%

WSGAX Mutual Fund Performance

WSGAX performance across multiple time periods: 1-month -4.94%, YTD 14.87%, 1-year 27.40%, 3-year 13.14%, 5-year 3.00%, 10-year 10.55%.

WSGAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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