WTSGX Mutual Fund

WTSGX Mutual Fund

NAV$23.94
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Returns Overview

1 Month
-5.74%
3 Months
-13.95%
6 Months
+5.93%
YTD
+6.48%
1 Year
+10.95%
3 Years (annualized)
+13.67%
5 Years (annualized)
+2.10%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTSGX 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)
+6.48%
Peer Avg (YTD)
+10.34%
vs Peers
-3.86%

WTSGX Mutual Fund Performance

WTSGX performance across multiple time periods: 1-month -5.74%, YTD 6.48%, 1-year 10.95%, 3-year 13.67%, 5-year 2.10%, 10-year 15.30%.

WTSGX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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