WCMSX Mutual Fund

NAV$25.77

Returns Overview

1 Month
-4.63%
3 Months
-4.41%
6 Months
-2.42%
YTD
+5.88%
1 Year
+7.48%
3 Years (annualized)
+14.66%
5 Years (annualized)
+0.57%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMSX 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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+11.18%
vs Peers
-5.30%

WCMSX Mutual Fund Performance

WCMSX performance across multiple time periods: 1-month -4.63%, YTD 5.88%, 1-year 7.48%, 3-year 14.66%, 5-year 0.57%, 10-year 12.44%.

WCMSX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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