WHGMX Mutual Fund

WHGMX Mutual Fund

NAV$17.75
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Returns Overview

1 Month
-5.58%
3 Months
-8.71%
6 Months
+2.09%
YTD
+7.71%
1 Year
+7.89%
3 Years (annualized)
+13.73%
5 Years (annualized)
+7.97%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGMX 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)
+7.71%
Peer Avg (YTD)
+6.72%
vs Peers
+0.99%

WHGMX Mutual Fund Performance

WHGMX performance across multiple time periods: 1-month -5.58%, YTD 7.71%, 1-year 7.89%, 3-year 13.73%, 5-year 7.97%, 10-year 9.47%.

WHGMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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