WSMGX Mutual Fund

WSMGX Mutual Fund

NAV$24.42
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Returns Overview

1 Month
-4.29%
3 Months
-10.78%
6 Months
+14.27%
YTD
+10.59%
1 Year
+13.23%
3 Years (annualized)
+11.10%
5 Years (annualized)
+1.15%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMGX 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 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+8.67%
vs Peers
+1.93%

WSMGX Mutual Fund Performance

WSMGX performance across multiple time periods: 1-month -4.29%, YTD 10.59%, 1-year 13.23%, 3-year 11.10%, 5-year 1.15%, 10-year 7.46%.

WSMGX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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