WLCAX Mutual Fund

WLCAX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
+3.80%
3 Months
+6.64%
6 Months
+9.56%
YTD
+9.48%
1 Year
+13.96%
3 Years (annualized)
+13.83%
5 Years (annualized)
+15.96%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+4.51%
vs Peers
+4.97%

WLCAX Mutual Fund Performance

WLCAX performance across multiple time periods: 1-month 3.80%, YTD 9.48%, 1-year 13.96%, 3-year 13.83%, 5-year 15.96%, 10-year 9.30%.

WLCAX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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