WGMVX Mutual Fund

WGMVX Mutual Fund

NAV$4.60
See how much of WGMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.89%
3 Months
-9.85%
6 Months
+15.59%
YTD
+13.08%
1 Year
+12.65%
3 Years (annualized)
+19.53%
5 Years (annualized)
+5.59%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGMVX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+13.08%
Peer Avg (YTD)
+10.34%
vs Peers
+2.73%

WGMVX Mutual Fund Performance

WGMVX performance across multiple time periods: 1-month -4.89%, YTD 13.08%, 1-year 12.65%, 3-year 19.53%, 5-year 5.59%, 10-year 14.08%.

WGMVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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