WSGRX Mutual Fund

NAV$12.82

Returns Overview

1 Month
+7.59%
3 Months
+24.43%
6 Months
+21.79%
YTD
+20.79%
1 Year
+8.74%
3 Years (annualized)
+9.08%
5 Years (annualized)
-0.30%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSGRX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.79%
Peer Avg (YTD)
+18.52%
vs Peers
+2.26%

WSGRX Mutual Fund Performance

WSGRX performance across multiple time periods: 1-month 7.59%, YTD 20.79%, 1-year 8.74%, 3-year 9.08%, 5-year -0.30%, 10-year 9.07%.

WSGRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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