WHGQX Mutual Fund

WHGQX Mutual Fund

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Returns Overview

1 Month
-2.40%
3 Months
+1.45%
6 Months
+7.89%
YTD
+7.80%
1 Year
+28.56%
3 Years (annualized)
+21.46%
5 Years (annualized)
+7.21%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHGQX 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)
+7.80%
Peer Avg (YTD)
+10.00%
vs Peers
-2.20%

WHGQX Mutual Fund Performance

WHGQX performance across multiple time periods: 1-month -2.40%, YTD 7.80%, 1-year 28.56%, 3-year 21.46%, 5-year 7.21%, 10-year 9.61%.

WHGQX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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