WCMIX Mutual Fund

WCMIX Mutual Fund

NAV$28.32
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.45%
3 Months
+17.18%
6 Months
+15.72%
YTD
+15.72%
1 Year
+11.35%
3 Years (annualized)
+15.03%
5 Years (annualized)
+5.59%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.72%
Peer Avg (YTD)
+8.97%
vs Peers
+6.74%

WCMIX Mutual Fund Performance

WCMIX performance across multiple time periods: 1-month 3.45%, YTD 15.72%, 1-year 11.35%, 3-year 15.03%, 5-year 5.59%, 10-year 11.94%.

WCMIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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