WSMGX Mutual Fund

NAV$26.63

Returns Overview

1 Month
+6.33%
3 Months
+28.08%
6 Months
+25.19%
YTD
+23.96%
1 Year
+38.79%
3 Years (annualized)
+13.72%
5 Years (annualized)
+2.91%
10 Years (annualized)
+10.06%

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

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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 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+23.96%
Peer Avg (YTD)
+8.97%
vs Peers
+14.99%

WSMGX Mutual Fund Performance

WSMGX performance across multiple time periods: 1-month 6.33%, YTD 23.96%, 1-year 38.79%, 3-year 13.72%, 5-year 2.91%, 10-year 10.06%.

WSMGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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