WGGSX Mutual Fund

WGGSX Mutual Fund

NAV$12.70
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Returns Overview

1 Month
-6.08%
3 Months
-4.11%
6 Months
+6.74%
YTD
-2.29%
1 Year
-4.85%
3 Years (annualized)
+6.52%
5 Years (annualized)
-2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGGSX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-2.29%
Peer Avg (YTD)
+8.67%
vs Peers
-10.97%

WGGSX Mutual Fund Performance

WGGSX performance across multiple time periods: 1-month -6.08%, YTD -2.29%, 1-year -4.85%, 3-year 6.52%, 5-year -2.34%.

WGGSX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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