WISGX Mutual Fund

WISGX Mutual Fund

NAV$24.73
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Returns Overview

1 Month
-5.71%
3 Months
-13.88%
6 Months
+6.04%
YTD
+6.62%
1 Year
+11.20%
3 Years (annualized)
+13.88%
5 Years (annualized)
+2.28%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WISGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+10.34%
vs Peers
-3.72%

WISGX Mutual Fund Performance

WISGX performance across multiple time periods: 1-month -5.71%, YTD 6.62%, 1-year 11.20%, 3-year 13.88%, 5-year 2.28%, 10-year 13.15%.

WISGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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