WCMSX Mutual Fund

WCMSX Mutual Fund

NAV$26.21
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Returns Overview

1 Month
-7.37%
3 Months
-7.03%
6 Months
-1.21%
YTD
+4.27%
1 Year
-0.25%
3 Years (annualized)
+10.73%
5 Years (annualized)
-1.61%
10 Years (annualized)
+11.15%

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)
+4.27%
Peer Avg (YTD)
+10.05%
vs Peers
-5.78%

WCMSX Mutual Fund Performance

WCMSX performance across multiple time periods: 1-month -7.37%, YTD 4.27%, 1-year -0.25%, 3-year 10.73%, 5-year -1.61%, 10-year 11.15%.

WCMSX returns trail the peer average of 10.05% 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.