WOGSX Mutual Fund

WOGSX Mutual Fund

NAV$172.50
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Returns Overview

1 Month
-2.54%
3 Months
-2.90%
6 Months
+14.70%
YTD
+8.55%
1 Year
+15.88%
3 Years (annualized)
+20.69%
5 Years (annualized)
+10.10%
10 Years (annualized)
+13.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WOGSX 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
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📉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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+9.98%
vs Peers
-1.43%

WOGSX Mutual Fund Performance

WOGSX performance across multiple time periods: 1-month -2.54%, YTD 8.55%, 1-year 15.88%, 3-year 20.69%, 5-year 10.10%, 10-year 13.85%.

WOGSX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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