WSMGX Mutual Fund

WSMGX Mutual Fund

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Returns Overview

1 Month
-7.14%
3 Months
+4.85%
6 Months
+13.29%
YTD
+16.25%
1 Year
+26.60%
3 Years (annualized)
+9.59%
5 Years (annualized)
+1.53%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMGX 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
Russell 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+16.25%
Peer Avg (YTD)
+6.23%
vs Peers
+10.02%

WSMGX Mutual Fund Performance

WSMGX performance across multiple time periods: 1-month -7.14%, YTD 16.25%, 1-year 26.60%, 3-year 9.59%, 5-year 1.53%, 10-year 8.67%.

WSMGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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