WLCIX Mutual Fund

WLCIX Mutual Fund

NAV$13.44
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Returns Overview

1 Month
+3.84%
3 Months
+6.73%
6 Months
+9.71%
YTD
+9.63%
1 Year
+14.34%
3 Years (annualized)
+14.16%
5 Years (annualized)
+16.33%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCIX 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)
+9.63%
Peer Avg (YTD)
+4.51%
vs Peers
+5.12%

WLCIX Mutual Fund Performance

WLCIX performance across multiple time periods: 1-month 3.84%, YTD 9.63%, 1-year 14.34%, 3-year 14.16%, 5-year 16.33%, 10-year 9.67%.

WLCIX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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