WCMEX Mutual Fund

WCMEX Mutual Fund

NAV$21.14
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Returns Overview

1 Month
-9.98%
3 Months
-4.99%
6 Months
-2.01%
YTD
+13.00%
1 Year
+10.32%
3 Years (annualized)
+22.59%
5 Years (annualized)
+3.10%
10 Years (annualized)
+9.79%

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
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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.00%
Peer Avg (YTD)
+8.28%
vs Peers
+4.72%

WCMEX Mutual Fund Performance

WCMEX performance across multiple time periods: 1-month -9.98%, YTD 13.00%, 1-year 10.32%, 3-year 22.59%, 5-year 3.10%, 10-year 9.79%.

WCMEX returns outperform the peer average of 8.28% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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