WSCGX Mutual Fund

WSCGX Mutual Fund

NAV$35.75
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Returns Overview

1 Month
-4.13%
3 Months
-10.37%
6 Months
+9.94%
YTD
+3.89%
1 Year
+8.17%
3 Years (annualized)
+13.92%
5 Years (annualized)
+13.69%
10 Years (annualized)
+18.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCGX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+10.34%
vs Peers
-6.45%

WSCGX Mutual Fund Performance

WSCGX performance across multiple time periods: 1-month -4.13%, YTD 3.89%, 1-year 8.17%, 3-year 13.92%, 5-year 13.69%, 10-year 18.55%.

WSCGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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