WLCTX Mutual Fund

WLCTX Mutual Fund

NAV$14.23
See how much of WLCTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.95%
3 Months
+4.31%
6 Months
+7.57%
YTD
+14.74%
1 Year
+27.44%
3 Years (annualized)
+19.07%
5 Years (annualized)
+9.73%
10 Years (annualized)
+10.62%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+14.74%
Peer Avg (YTD)
+9.42%
vs Peers
+5.32%

WLCTX Mutual Fund Performance

WLCTX performance across multiple time periods: 1-month 0.95%, YTD 14.74%, 1-year 27.44%, 3-year 19.07%, 5-year 9.73%, 10-year 10.62%.

WLCTX returns outperform the peer average of 9.42% 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.