WMCVX Mutual Fund

WMCVX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
-0.78%
3 Months
+3.65%
6 Months
+6.35%
YTD
+13.95%
1 Year
+13.79%
3 Years (annualized)
+10.17%
5 Years (annualized)
+5.03%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMCVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+15.31%
vs Peers
-1.36%

WMCVX Mutual Fund Performance

WMCVX performance across multiple time periods: 1-month -0.78%, YTD 13.95%, 1-year 13.79%, 3-year 10.17%, 5-year 5.03%, 10-year 9.90%.

WMCVX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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