WGAFX Mutual Fund

WGAFX Mutual Fund

NAV$14.23
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Returns Overview

1 Month
-2.49%
3 Months
-1.67%
6 Months
+5.93%
YTD
+8.12%
1 Year
+10.87%
3 Years (annualized)
+14.85%
5 Years (annualized)
+7.08%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGAFX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+6.10%
vs Peers
+2.02%

WGAFX Mutual Fund Performance

WGAFX performance across multiple time periods: 1-month -2.49%, YTD 8.12%, 1-year 10.87%, 3-year 14.85%, 5-year 7.08%, 10-year 9.46%.

WGAFX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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