WSGIX Mutual Fund

WSGIX Mutual Fund

NAV$8.85
See how much of WSGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
+0.17%
6 Months
+0.62%
YTD
+1.31%
1 Year
+1.88%
3 Years (annualized)
+4.40%
5 Years (annualized)
+1.60%
10 Years (annualized)
+1.52%

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)
+1.31%
Peer Avg (YTD)
+1.93%
vs Peers
-0.61%

WSGIX Mutual Fund Performance

WSGIX performance across multiple time periods: 1-month 0.45%, YTD 1.31%, 1-year 1.88%, 3-year 4.40%, 5-year 1.60%, 10-year 1.52%.

WSGIX returns trail the peer average of 1.93% 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.