WSGIX Mutual Fund

WSGIX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+0.19%
3 Months
+0.45%
6 Months
+0.71%
YTD
+1.15%
1 Year
+3.62%
3 Years (annualized)
+4.96%
5 Years (annualized)
+1.82%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSGIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+0.12%
vs Peers
+1.03%

WSGIX Mutual Fund Performance

WSGIX performance across multiple time periods: 1-month 0.19%, YTD 1.15%, 1-year 3.62%, 3-year 4.96%, 5-year 1.82%, 10-year 1.73%.

WSGIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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