WCMI ETF

WCMI ETF
$19.90
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Returns Overview

1 Month
-1.24%
3 Months
+4.50%
6 Months
+7.31%
YTD
+13.06%
1 Year
+25.18%
3 Years (annualized)
+15.30%
5 Years (annualized)
+9.98%

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)
+13.06%
Peer Avg (YTD)
+10.67%
vs Peers
+2.39%

WCMI ETF Performance

WCMI performance across multiple time periods: 1-month -1.24%, YTD 13.06%, 1-year 25.18%, 3-year 15.30%, 5-year 9.98%.

WCMI returns outperform the peer average of 10.67% 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-1.24%N/A
3 Months+4.50%N/A
6 Months+7.31%N/A
1 Year+25.18%N/A
3 Years+15.30%N/A
5 Years+9.98%N/A

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