WRGCX Mutual Fund

WRGCX Mutual Fund

NAV$21.13
See how much of WRGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.09%
3 Months
-8.76%
6 Months
+13.43%
YTD
+9.89%
1 Year
+26.59%
3 Years (annualized)
+26.10%
5 Years (annualized)
+17.93%
10 Years (annualized)
+24.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRGCX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+10.34%
vs Peers
-0.46%

WRGCX Mutual Fund Performance

WRGCX performance across multiple time periods: 1-month -5.09%, YTD 9.89%, 1-year 26.59%, 3-year 26.10%, 5-year 17.93%, 10-year 24.52%.

WRGCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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