WTLGX Mutual Fund

WTLGX Mutual Fund

NAV$7.64
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Returns Overview

1 Month
+1.21%
3 Months
+0.89%
6 Months
+0.86%
YTD
+1.25%
1 Year
+2.61%
3 Years (annualized)
-2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTLGX 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
Solactive US 20+ Year Treasury Bond Index(SOLUT20)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+0.38%
vs Peers
+0.87%

WTLGX Mutual Fund Performance

WTLGX performance across multiple time periods: 1-month 1.21%, YTD 1.25%, 1-year 2.61%, 3-year -2.46%.

WTLGX returns outperform the peer average of 0.38% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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