WSGRX Mutual Fund

WSGRX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
-5.04%
3 Months
-8.64%
6 Months
+13.68%
YTD
+10.35%
1 Year
+14.62%
3 Years (annualized)
+15.21%
5 Years (annualized)
+2.82%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSGRX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+10.34%
vs Peers
+0.01%

WSGRX Mutual Fund Performance

WSGRX performance across multiple time periods: 1-month -5.04%, YTD 10.35%, 1-year 14.62%, 3-year 15.21%, 5-year 2.82%, 10-year 10.36%.

WSGRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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