WHGIX Mutual Fund

WHGIX Mutual Fund

NAV$13.14
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Returns Overview

1 Month
-3.22%
3 Months
-1.80%
6 Months
+2.90%
YTD
+3.03%
1 Year
+5.65%
3 Years (annualized)
+10.89%
5 Years (annualized)
+4.54%
10 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGIX 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)
+3.03%
Peer Avg (YTD)
+2.46%
vs Peers
+0.57%

WHGIX Mutual Fund Performance

WHGIX performance across multiple time periods: 1-month -3.22%, YTD 3.03%, 1-year 5.65%, 3-year 10.89%, 5-year 4.54%, 10-year 6.41%.

WHGIX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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