WCMRX Mutual Fund

NAV$27.68

Returns Overview

1 Month
+3.40%
3 Months
+17.06%
6 Months
+15.58%
YTD
+15.58%
1 Year
+11.07%
3 Years (annualized)
+14.74%
5 Years (annualized)
+5.33%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMRX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.58%
Peer Avg (YTD)
+8.97%
vs Peers
+6.61%

WCMRX Mutual Fund Performance

WCMRX performance across multiple time periods: 1-month 3.40%, YTD 15.58%, 1-year 11.07%, 3-year 14.74%, 5-year 5.33%, 10-year 11.66%.

WCMRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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