WCMGX Mutual Fund

WCMGX Mutual Fund

NAV$36.78
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Returns Overview

1 Month
-2.95%
3 Months
+5.30%
6 Months
+7.17%
YTD
+9.98%
1 Year
+19.85%
3 Years (annualized)
+24.21%
5 Years (annualized)
+10.47%
10 Years (annualized)
+14.95%

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)
+9.98%
Peer Avg (YTD)
+6.23%
vs Peers
+3.74%

WCMGX Mutual Fund Performance

WCMGX performance across multiple time periods: 1-month -2.95%, YTD 9.98%, 1-year 19.85%, 3-year 24.21%, 5-year 10.47%, 10-year 14.95%.

WCMGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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