WCMNX Mutual Fund

WCMNX Mutual Fund

NAV$13.97
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Returns Overview

1 Month
-8.33%
3 Months
+1.32%
6 Months
+3.03%
YTD
+7.97%
1 Year
+14.61%
3 Years (annualized)
+6.24%
5 Years (annualized)
+0.90%

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
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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)
+7.97%
Peer Avg (YTD)
+15.31%
vs Peers
-7.34%

WCMNX Mutual Fund Performance

WCMNX performance across multiple time periods: 1-month -8.33%, YTD 7.97%, 1-year 14.61%, 3-year 6.24%, 5-year 0.90%.

WCMNX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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