WSGRX Mutual Fund

WSGRX Mutual Fund

NAV$12.14
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Returns Overview

1 Month
-1.99%
3 Months
-5.75%
6 Months
+0.25%
YTD
+8.15%
1 Year
+8.70%
3 Years (annualized)
+18.44%
5 Years (annualized)
+1.68%
10 Years (annualized)
+10.03%

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
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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)
+8.15%
Peer Avg (YTD)
+12.21%
vs Peers
-4.06%

WSGRX Mutual Fund Performance

WSGRX performance across multiple time periods: 1-month -1.99%, YTD 8.15%, 1-year 8.70%, 3-year 18.44%, 5-year 1.68%, 10-year 10.03%.

WSGRX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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