WLGYX Mutual Fund

WLGYX Mutual Fund

NAV$41.14
See how much of WLGYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.50%
3 Months
+6.83%
6 Months
+20.33%
YTD
+5.76%
1 Year
+5.52%
3 Years (annualized)
+15.21%
5 Years (annualized)
+8.67%
10 Years (annualized)
+15.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLGYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.76%
Peer Avg (YTD)
+8.68%
vs Peers
-2.92%

WLGYX Mutual Fund Performance

WLGYX performance across multiple time periods: 1-month 0.50%, YTD 5.76%, 1-year 5.52%, 3-year 15.21%, 5-year 8.67%, 10-year 15.99%.

WLGYX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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