WGCVX Mutual Fund

WGCVX Mutual Fund

NAV$11.93
See how much of WGCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.85%
3 Months
+5.30%
6 Months
+22.01%
YTD
+20.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGCVX 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
MSCI AC World Small Cap (Net) Index(MSLUAWON)
This Mutual Fund (YTD)
+20.16%
Peer Avg (YTD)
+10.34%
vs Peers
+9.82%

WGCVX Mutual Fund Performance

WGCVX performance across multiple time periods: 1-month -2.85%, YTD 20.16%.

WGCVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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