WCMGX Mutual Fund

WCMGX Mutual Fund

NAV$36.26
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Returns Overview

1 Month
+3.67%
3 Months
+19.19%
6 Months
+13.74%
YTD
+13.32%
1 Year
+23.85%
3 Years (annualized)
+26.46%
5 Years (annualized)
+11.86%
10 Years (annualized)
+15.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMGX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.32%
Peer Avg (YTD)
+8.97%
vs Peers
+4.35%

WCMGX Mutual Fund Performance

WCMGX performance across multiple time periods: 1-month 3.67%, YTD 13.32%, 1-year 23.85%, 3-year 26.46%, 5-year 11.86%, 10-year 15.81%.

WCMGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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