WCMRX Mutual Fund

WCMRX Mutual Fund

NAV$26.76
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Returns Overview

1 Month
-2.55%
3 Months
+4.55%
6 Months
+5.39%
YTD
+12.63%
1 Year
+13.44%
3 Years (annualized)
+13.62%
5 Years (annualized)
+4.22%
10 Years (annualized)
+10.88%

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
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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 US Index
This Mutual Fund (YTD)
+12.63%
Peer Avg (YTD)
+6.23%
vs Peers
+6.40%

WCMRX Mutual Fund Performance

WCMRX performance across multiple time periods: 1-month -2.55%, YTD 12.63%, 1-year 13.44%, 3-year 13.62%, 5-year 4.22%, 10-year 10.88%.

WCMRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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