WTSGX Mutual Fund

WTSGX Mutual Fund

NAV$27.40
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Returns Overview

1 Month
+7.78%
3 Months
+23.09%
6 Months
+25.44%
YTD
+23.74%
1 Year
+37.60%
3 Years (annualized)
+17.31%
5 Years (annualized)
+4.75%
10 Years (annualized)
+17.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTSGX 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)
+23.74%
Peer Avg (YTD)
+18.52%
vs Peers
+5.22%

WTSGX Mutual Fund Performance

WTSGX performance across multiple time periods: 1-month 7.78%, YTD 23.74%, 1-year 37.60%, 3-year 17.31%, 5-year 4.75%, 10-year 17.35%.

WTSGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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