WCMOX Mutual Fund

WCMOX Mutual Fund

NAV$14.86
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Returns Overview

1 Month
-6.06%
3 Months
+2.22%
6 Months
+3.94%
YTD
+10.29%
1 Year
+15.30%
3 Years (annualized)
+17.47%
5 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+8.67%
vs Peers
+1.62%

WCMOX Mutual Fund Performance

WCMOX performance across multiple time periods: 1-month -6.06%, YTD 10.29%, 1-year 15.30%, 3-year 17.47%, 5-year 4.12%.

WCMOX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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