WGICX Mutual Fund

WGICX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-5.81%
3 Months
-12.22%
6 Months
+11.89%
YTD
+9.04%
1 Year
+10.45%
3 Years (annualized)
+14.64%
5 Years (annualized)
+0.32%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGICX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+10.34%
vs Peers
-1.30%

WGICX Mutual Fund Performance

WGICX performance across multiple time periods: 1-month -5.81%, YTD 9.04%, 1-year 10.45%, 3-year 14.64%, 5-year 0.32%, 10-year 13.90%.

WGICX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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