WWLCX Mutual Fund

WWLCX Mutual Fund

NAV$13.51
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Returns Overview

3 Months
+1.89%
6 Months
-2.24%
YTD
+2.35%
1 Year
+2.06%
3 Years (annualized)
+6.47%
5 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWLCX 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
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📉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 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+5.42%
vs Peers
-3.07%

WWLCX Mutual Fund Performance

WWLCX performance across multiple time periods: YTD 2.35%, 1-year 2.06%, 3-year 6.47%, 5-year 9.57%.

WWLCX returns trail the peer average of 5.42% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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