WCMLX Mutual Fund

WCMLX Mutual Fund

NAV$14.85
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Returns Overview

1 Month
-8.26%
3 Months
+1.43%
6 Months
+3.26%
YTD
+8.21%
1 Year
+14.93%
3 Years (annualized)
+6.52%
5 Years (annualized)
+1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMLX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+15.31%
vs Peers
-7.10%

WCMLX Mutual Fund Performance

WCMLX performance across multiple time periods: 1-month -8.26%, YTD 8.21%, 1-year 14.93%, 3-year 6.52%, 5-year 1.17%.

WCMLX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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