WGBFX Mutual Fund

WGBFX Mutual Fund

NAV$14.11
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Returns Overview

1 Month
-2.57%
3 Months
-1.96%
6 Months
+3.93%
YTD
+6.38%
1 Year
+8.79%
3 Years (annualized)
+12.50%
5 Years (annualized)
+5.36%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGBFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+4.97%
vs Peers
+1.41%

WGBFX Mutual Fund Performance

WGBFX performance across multiple time periods: 1-month -2.57%, YTD 6.38%, 1-year 8.79%, 3-year 12.50%, 5-year 5.36%, 10-year 7.08%.

WGBFX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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