WCMEX Mutual Fund

WCMEX Mutual Fund

NAV$24.78
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Returns Overview

1 Month
-6.90%
3 Months
+3.13%
6 Months
+9.97%
YTD
+18.93%
1 Year
+29.19%
3 Years (annualized)
+20.24%
5 Years (annualized)
+3.86%
10 Years (annualized)
+9.69%

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)
+18.93%
Peer Avg (YTD)
+15.92%
vs Peers
+3.01%

WCMEX Mutual Fund Performance

WCMEX performance across multiple time periods: 1-month -6.90%, YTD 18.93%, 1-year 29.19%, 3-year 20.24%, 5-year 3.86%, 10-year 9.69%.

WCMEX returns outperform the peer average of 15.92% 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.