WCMNX Mutual Fund

NAV$15.49

Returns Overview

1 Month
+6.54%
3 Months
+22.49%
6 Months
+17.79%
YTD
+17.79%
1 Year
+31.13%
3 Years (annualized)
+10.60%
5 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMNX 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)
+17.79%
Peer Avg (YTD)
+18.52%
vs Peers
-0.74%

WCMNX Mutual Fund Performance

WCMNX performance across multiple time periods: 1-month 6.54%, YTD 17.79%, 1-year 31.13%, 3-year 10.60%, 5-year 3.97%.

WCMNX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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