WCMLX Mutual Fund

NAV$15.76

Returns Overview

1 Month
+6.57%
3 Months
+22.49%
6 Months
+17.95%
YTD
+17.95%
1 Year
+31.51%
3 Years (annualized)
+10.87%
5 Years (annualized)
+4.22%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.95%
Peer Avg (YTD)
+18.52%
vs Peers
-0.57%

WCMLX Mutual Fund Performance

WCMLX performance across multiple time periods: 1-month 6.57%, YTD 17.95%, 1-year 31.51%, 3-year 10.87%, 5-year 4.22%.

WCMLX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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