WCMEX Mutual Fund

NAV$23.61

Returns Overview

1 Month
+3.12%
3 Months
+25.10%
6 Months
+27.75%
YTD
+27.75%
1 Year
+41.22%
3 Years (annualized)
+23.71%
5 Years (annualized)
+5.12%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+27.75%
Peer Avg (YTD)
+21.71%
vs Peers
+6.04%

WCMEX Mutual Fund Performance

WCMEX performance across multiple time periods: 1-month 3.12%, YTD 27.75%, 1-year 41.22%, 3-year 23.71%, 5-year 5.12%, 10-year 11.38%.

WCMEX returns outperform the peer average of 21.71% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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