WLCVX Mutual Fund

WLCVX Mutual Fund

NAV$25.58
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Returns Overview

1 Month
+4.78%
3 Months
+7.76%
6 Months
+11.12%
YTD
+13.85%
1 Year
+24.99%
3 Years (annualized)
+16.16%
5 Years (annualized)
+10.57%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCVX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+11.41%
vs Peers
+2.44%

WLCVX Mutual Fund Performance

WLCVX performance across multiple time periods: 1-month 4.78%, YTD 13.85%, 1-year 24.99%, 3-year 16.16%, 5-year 10.57%, 10-year 10.56%.

WLCVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

WLCVX vs another fund shows side-by-side returns. WLCVX alternatives are available in the Mutual Fund Screener.