WHGCX Mutual Fund

WHGCX Mutual Fund

NAV$19.67
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Returns Overview

1 Month
-6.69%
3 Months
-11.27%
6 Months
+0.46%
YTD
+3.22%
1 Year
+1.28%
3 Years (annualized)
+7.92%
5 Years (annualized)
+3.99%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGCX 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 Index(^RUA)
This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+10.34%
vs Peers
-7.12%

WHGCX Mutual Fund Performance

WHGCX performance across multiple time periods: 1-month -6.69%, YTD 3.22%, 1-year 1.28%, 3-year 7.92%, 5-year 3.99%, 10-year 7.88%.

WHGCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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