WLTTX Mutual Fund

NAV$13.73

Returns Overview

1 Month
-0.45%
3 Months
+12.14%
6 Months
+13.86%
YTD
+12.52%
1 Year
+25.14%
3 Years (annualized)
+20.48%
5 Years (annualized)
+9.76%
10 Years (annualized)
+11.23%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index ex-US Investable Market Index
This Mutual Fund (YTD)
+12.52%
Peer Avg (YTD)
+9.13%
vs Peers
+3.39%

WLTTX Mutual Fund Performance

WLTTX performance across multiple time periods: 1-month -0.45%, YTD 12.52%, 1-year 25.14%, 3-year 20.48%, 5-year 9.76%, 10-year 11.23%.

WLTTX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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