WLCTX Mutual Fund

WLCTX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
-3.11%
3 Months
-2.83%
6 Months
+1.36%
YTD
+10.21%
1 Year
+14.52%
3 Years (annualized)
+21.91%
5 Years (annualized)
+8.25%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCTX 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
MSCI All Country World Index ex-US Investable Market Index
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+8.05%
vs Peers
+2.15%

WLCTX Mutual Fund Performance

WLCTX performance across multiple time periods: 1-month -3.11%, YTD 10.21%, 1-year 14.52%, 3-year 21.91%, 5-year 8.25%, 10-year 10.21%.

WLCTX returns outperform the peer average of 8.05% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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