WGIVX Mutual Fund

WGIVX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
-2.47%
3 Months
+5.34%
6 Months
+6.21%
YTD
+12.94%
1 Year
+23.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGIVX 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

This Mutual Fund (YTD)
+12.94%
Peer Avg (YTD)
+10.00%
vs Peers
+2.95%

WGIVX Mutual Fund Performance

WGIVX performance across multiple time periods: 1-month -2.47%, YTD 12.94%, 1-year 23.04%.

WGIVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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