WCMAX Mutual Fund

WCMAX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
-4.93%
3 Months
-6.46%
6 Months
+2.05%
YTD
+1.38%
1 Year
+0.87%
3 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMAX 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 Midcap Value Index
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+7.55%
vs Peers
-6.17%

WCMAX Mutual Fund Performance

WCMAX performance across multiple time periods: 1-month -4.93%, YTD 1.38%, 1-year 0.87%, 3-year 7.17%.

WCMAX returns trail the peer average of 7.55% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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