WMGAX Mutual Fund

WMGAX Mutual Fund

NAV$22.54
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Returns Overview

1 Month
-2.03%
3 Months
-7.38%
6 Months
+4.62%
YTD
-3.22%
1 Year
-6.39%
3 Years (annualized)
+2.79%
5 Years (annualized)
-3.12%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMGAX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-3.22%
Peer Avg (YTD)
+6.72%
vs Peers
-9.95%

WMGAX Mutual Fund Performance

WMGAX performance across multiple time periods: 1-month -2.03%, YTD -3.22%, 1-year -6.39%, 3-year 2.79%, 5-year -3.12%, 10-year 9.78%.

WMGAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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