WCMIX Mutual Fund

WCMIX Mutual Fund

NAV$27.57
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Returns Overview

1 Month
-2.57%
3 Months
+4.59%
6 Months
+5.49%
YTD
+12.74%
1 Year
+13.68%
3 Years (annualized)
+13.90%
5 Years (annualized)
+4.48%
10 Years (annualized)
+11.14%

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
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📉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 ex US Index
This Mutual Fund (YTD)
+12.74%
Peer Avg (YTD)
+6.23%
vs Peers
+6.51%

WCMIX Mutual Fund Performance

WCMIX performance across multiple time periods: 1-month -2.57%, YTD 12.74%, 1-year 13.68%, 3-year 13.90%, 5-year 4.48%, 10-year 11.14%.

WCMIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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