WCMVX Mutual Fund

WCMVX Mutual Fund

NAV$22.14
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Returns Overview

1 Month
-3.70%
3 Months
-3.49%
6 Months
+0.91%
YTD
+8.44%
1 Year
+10.18%
3 Years (annualized)
+27.31%
5 Years (annualized)
+8.66%

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)
+8.44%
Peer Avg (YTD)
+8.05%
vs Peers
+0.39%

WCMVX Mutual Fund Performance

WCMVX performance across multiple time periods: 1-month -3.70%, YTD 8.44%, 1-year 10.18%, 3-year 27.31%, 5-year 8.66%.

WCMVX returns outperform the peer average of 8.05% 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.