WTLVX Mutual Fund

NAV$13.41

Returns Overview

1 Month
+3.80%
3 Months
+6.69%
6 Months
+9.71%
YTD
+9.63%
1 Year
+14.40%
3 Years (annualized)
+14.25%
5 Years (annualized)
+16.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTLVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.63%
Peer Avg (YTD)
+4.51%
vs Peers
+5.12%

WTLVX Mutual Fund Performance

WTLVX performance across multiple time periods: 1-month 3.80%, YTD 9.63%, 1-year 14.40%, 3-year 14.25%, 5-year 16.33%.

WTLVX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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