WLCGX Mutual Fund

WLCGX Mutual Fund

NAV$57.51
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Returns Overview

1 Month
-3.22%
3 Months
+1.63%
6 Months
+5.15%
YTD
+3.75%
1 Year
+12.14%
3 Years (annualized)
+22.74%
5 Years (annualized)
+12.04%
10 Years (annualized)
+16.19%

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)
+3.75%
Peer Avg (YTD)
+6.23%
vs Peers
-2.48%

WLCGX Mutual Fund Performance

WLCGX performance across multiple time periods: 1-month -3.22%, YTD 3.75%, 1-year 12.14%, 3-year 22.74%, 5-year 12.04%, 10-year 16.19%.

WLCGX returns trail the peer average of 6.23% 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.