WLGCX Mutual Fund

WLGCX Mutual Fund

NAV$24.82
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Returns Overview

1 Month
+0.41%
3 Months
+6.64%
6 Months
+19.81%
YTD
+5.16%
1 Year
+4.70%
3 Years (annualized)
+16.33%
5 Years (annualized)
+14.39%
10 Years (annualized)
+23.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLGCX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+8.68%
vs Peers
-3.52%

WLGCX Mutual Fund Performance

WLGCX performance across multiple time periods: 1-month 0.41%, YTD 5.16%, 1-year 4.70%, 3-year 16.33%, 5-year 14.39%, 10-year 23.27%.

WLGCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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