WCMVX Mutual Fund

NAV$22.58

Returns Overview

1 Month
+2.28%
3 Months
+15.94%
6 Months
+14.23%
YTD
+14.23%
1 Year
+29.85%
3 Years (annualized)
+26.30%
5 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMVX 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 US Index
This Mutual Fund (YTD)
+14.23%
Peer Avg (YTD)
+9.13%
vs Peers
+5.10%

WCMVX Mutual Fund Performance

WCMVX performance across multiple time periods: 1-month 2.28%, YTD 14.23%, 1-year 29.85%, 3-year 26.30%, 5-year 11.21%.

WCMVX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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