WGUSX Mutual Fund

WGUSX Mutual Fund

NAV$13.18
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Returns Overview

1 Month
-5.12%
3 Months
-4.63%
6 Months
+7.27%
YTD
-2.48%
1 Year
-5.60%
3 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGUSX 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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-2.48%
Peer Avg (YTD)
+6.10%
vs Peers
-8.58%

WGUSX Mutual Fund Performance

WGUSX performance across multiple time periods: 1-month -5.12%, YTD -2.48%, 1-year -5.60%, 3-year 5.67%.

WGUSX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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