WCMMX Mutual Fund

NAV$15.57
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Returns Overview

3 Months
+0.32%
6 Months
-1.83%
YTD
-1.83%
1 Year
+2.50%
3 Years (annualized)
+6.11%
5 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMMX 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

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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-1.83%
Peer Avg (YTD)
+8.85%
vs Peers
-10.67%

WCMMX Mutual Fund Performance

WCMMX performance across multiple time periods: YTD -1.83%, 1-year 2.50%, 3-year 6.11%, 5-year 6.44%.

WCMMX returns trail the peer average of 8.85% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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