WLGRX Mutual Fund

WLGRX Mutual Fund

NAV$35.52
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Returns Overview

1 Month
+0.49%
3 Months
+6.77%
6 Months
+20.15%
YTD
+5.57%
1 Year
+5.26%
3 Years (annualized)
+14.34%
5 Years (annualized)
+8.04%
10 Years (annualized)
+15.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLGRX 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)
+5.57%
Peer Avg (YTD)
+8.68%
vs Peers
-3.11%

WLGRX Mutual Fund Performance

WLGRX performance across multiple time periods: 1-month 0.49%, YTD 5.57%, 1-year 5.26%, 3-year 14.34%, 5-year 8.04%, 10-year 15.43%.

WLGRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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