WCMCX Mutual Fund

NAV$9.58

Returns Overview

1 Month
-16.55%
3 Months
-6.17%
6 Months
-7.26%
YTD
-2.64%
1 Year
+27.07%
3 Years (annualized)
+8.08%
5 Years (annualized)
-7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-2.64%
Peer Avg (YTD)
+7.98%
vs Peers
-10.62%

WCMCX Mutual Fund Performance

WCMCX performance across multiple time periods: 1-month -16.55%, YTD -2.64%, 1-year 27.07%, 3-year 8.08%, 5-year -7.82%.

WCMCX returns trail the peer average of 7.98% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

WCMCX performance comparison shows side-by-side returns with another fund. WCMCX alternatives are available in the Mutual Fund Screener.