WMCVX Mutual Fund

NAV$10.10

Returns Overview

1 Month
+6.63%
3 Months
+14.08%
6 Months
+14.84%
YTD
+13.70%
1 Year
+15.78%
3 Years (annualized)
+11.56%
5 Years (annualized)
+4.87%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMCVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+18.52%
vs Peers
-4.82%

WMCVX Mutual Fund Performance

WMCVX performance across multiple time periods: 1-month 6.63%, YTD 13.70%, 1-year 15.78%, 3-year 11.56%, 5-year 4.87%, 10-year 10.60%.

WMCVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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