WGMCX Mutual Fund

WGMCX Mutual Fund

NAV$35.89
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Returns Overview

1 Month
-5.57%
3 Months
-8.83%
6 Months
+15.57%
YTD
+5.54%
1 Year
+15.54%
3 Years (annualized)
+8.64%
5 Years (annualized)
-4.17%
10 Years (annualized)
+12.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGMCX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+10.34%
vs Peers
-4.80%

WGMCX Mutual Fund Performance

WGMCX performance across multiple time periods: 1-month -5.57%, YTD 5.54%, 1-year 15.54%, 3-year 8.64%, 5-year -4.17%, 10-year 12.17%.

WGMCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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