WCMSX Mutual Fund

WCMSX Mutual Fund

NAV$25.49
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Returns Overview

1 Month
-2.39%
3 Months
-5.95%
6 Months
+4.46%
YTD
+5.88%
1 Year
-0.80%
3 Years (annualized)
+13.69%
5 Years (annualized)
-2.01%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMSX 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 USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+10.69%
vs Peers
-4.82%

WCMSX Mutual Fund Performance

WCMSX performance across multiple time periods: 1-month -2.39%, YTD 5.88%, 1-year -0.80%, 3-year 13.69%, 5-year -2.01%, 10-year 11.68%.

WCMSX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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