WGLSX Mutual Fund

WGLSX Mutual Fund

NAV$13.57
See how much of WGLSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.96%
3 Months
-3.94%
6 Months
+4.12%
YTD
+8.68%
1 Year
+6.35%
3 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGLSX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+5.11%
vs Peers
+3.56%

WGLSX Mutual Fund Performance

WGLSX performance across multiple time periods: 1-month -5.96%, YTD 8.68%, 1-year 6.35%, 3-year 6.25%.

WGLSX returns outperform the peer average of 5.11% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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