WCQGX Mutual Fund

WCQGX Mutual Fund

NAV$10.01
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+11.84%
3 Months
+23.22%
6 Months
+18.81%
YTD
+18.81%
1 Year
+26.67%
3 Years (annualized)
+7.76%
5 Years (annualized)
-8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCQGX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
+18.81%
Peer Avg (YTD)
+7.98%
vs Peers
+10.84%

WCQGX Mutual Fund Performance

WCQGX performance across multiple time periods: 1-month 11.84%, YTD 18.81%, 1-year 26.67%, 3-year 7.76%, 5-year -8.08%.

WCQGX returns outperform the peer average of 7.98% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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