WGSVX Mutual Fund

WGSVX Mutual Fund

NAV$11.62
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Returns Overview

1 Month
-2.42%
3 Months
+5.13%
6 Months
+22.95%
YTD
+20.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGSVX 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
MSCI AC World ex-US Small Cap Index
This Mutual Fund (YTD)
+20.66%
Peer Avg (YTD)
+10.34%
vs Peers
+10.32%

WGSVX Mutual Fund Performance

WGSVX performance across multiple time periods: 1-month -2.42%, YTD 20.66%.

WGSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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