WLCGX Mutual Fund

WLCGX Mutual Fund

NAV$53.44
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Returns Overview

1 Month
-6.13%
3 Months
-1.39%
6 Months
+0.22%
YTD
+2.31%
1 Year
-0.24%
3 Years (annualized)
+25.56%
5 Years (annualized)
+10.77%
10 Years (annualized)
+15.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCGX 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 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+5.23%
vs Peers
-2.92%

WLCGX Mutual Fund Performance

WLCGX performance across multiple time periods: 1-month -6.13%, YTD 2.31%, 1-year -0.24%, 3-year 25.56%, 5-year 10.77%, 10-year 15.17%.

WLCGX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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