WCMI ETF

WCMI ETF
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Returns Overview

1 Month
+2.98%
3 Months
+3.01%
6 Months
+9.16%
YTD
+16.43%
1 Year
+26.52%
3 Years (annualized)
+21.10%
5 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WCMI 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This ETF (YTD)
+16.43%
Peer Avg (YTD)
+11.10%
vs Peers
+5.33%

WCMI ETF Performance

WCMI performance across multiple time periods: 1-month 2.98%, YTD 16.43%, 1-year 26.52%, 3-year 21.10%, 5-year 10.08%.

WCMI returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this ETF.

WCMI vs another fund shows side-by-side returns. WCMI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.98%N/A
3 Months+3.01%N/A
6 Months+9.16%N/A
1 Year+26.52%N/A
3 Years+21.10%N/A
5 Years+10.08%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized