WSGAX Mutual Fund

WSGAX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
-5.05%
3 Months
-8.55%
6 Months
+13.85%
YTD
+10.50%
1 Year
+14.90%
3 Years (annualized)
+15.49%
5 Years (annualized)
+3.11%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.50%
Peer Avg (YTD)
+10.34%
vs Peers
+0.16%

WSGAX Mutual Fund Performance

WSGAX performance across multiple time periods: 1-month -5.05%, YTD 10.50%, 1-year 14.90%, 3-year 15.49%, 5-year 3.11%, 10-year 10.68%.

WSGAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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