WCMVX Mutual Fund

WCMVX Mutual Fund

NAV$23.73
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Returns Overview

1 Month
-1.63%
3 Months
+4.57%
6 Months
+7.06%
YTD
+12.37%
1 Year
+27.31%
3 Years (annualized)
+23.98%
5 Years (annualized)
+10.23%

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)
+12.37%
Peer Avg (YTD)
+9.42%
vs Peers
+2.94%

WCMVX Mutual Fund Performance

WCMVX performance across multiple time periods: 1-month -1.63%, YTD 12.37%, 1-year 27.31%, 3-year 23.98%, 5-year 10.23%.

WCMVX returns outperform the peer average of 9.42% 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.