WIGOX Mutual Fund

WIGOX Mutual Fund

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Returns Overview

1 Month
-5.04%
3 Months
-3.65%
6 Months
+10.92%
YTD
+3.13%
1 Year
+1.93%
3 Years (annualized)
+7.40%
5 Years (annualized)
-1.57%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIGOX 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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+3.13%
Peer Avg (YTD)
+7.86%
vs Peers
-4.74%

WIGOX Mutual Fund Performance

WIGOX performance across multiple time periods: 1-month -5.04%, YTD 3.13%, 1-year 1.93%, 3-year 7.40%, 5-year -1.57%, 10-year 9.80%.

WIGOX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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