WCMVX Mutual Fund

WCMVX Mutual Fund

NAV$22.30
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Returns Overview

1 Month
-2.51%
3 Months
-1.42%
6 Months
+14.29%
YTD
+12.61%
1 Year
+14.58%
3 Years (annualized)
+26.10%
5 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMVX 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)
+12.61%
Peer Avg (YTD)
+9.29%
vs Peers
+3.32%

WCMVX Mutual Fund Performance

WCMVX performance across multiple time periods: 1-month -2.51%, YTD 12.61%, 1-year 14.58%, 3-year 26.10%, 5-year 10.24%.

WCMVX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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