WRCGX Mutual Fund

NAV$6.72

Returns Overview

1 Month
+7.25%
3 Months
+23.40%
6 Months
+16.00%
YTD
+13.73%
1 Year
+29.60%
3 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WRCGX 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 NR USD(^M1CNALNR)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+7.98%
vs Peers
+5.75%

WRCGX Mutual Fund Performance

WRCGX performance across multiple time periods: 1-month 7.25%, YTD 13.73%, 1-year 29.60%, 3-year 12.37%.

WRCGX returns outperform the peer average of 7.98% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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