WLTTX Mutual Fund

WLTTX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
+0.97%
3 Months
+4.40%
6 Months
+7.73%
YTD
+14.97%
1 Year
+27.73%
3 Years (annualized)
+19.53%
5 Years (annualized)
+9.93%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLTTX 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)
+14.97%
Peer Avg (YTD)
+9.42%
vs Peers
+5.55%

WLTTX Mutual Fund Performance

WLTTX performance across multiple time periods: 1-month 0.97%, YTD 14.97%, 1-year 27.73%, 3-year 19.53%, 5-year 9.93%, 10-year 10.86%.

WLTTX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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