WCMEX Mutual Fund

WCMEX Mutual Fund

NAV$24.02
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Returns Overview

1 Month
-0.81%
3 Months
-1.74%
6 Months
+22.93%
YTD
+25.53%
1 Year
+25.72%
3 Years (annualized)
+24.79%
5 Years (annualized)
+5.05%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMEX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+25.53%
Peer Avg (YTD)
+18.35%
vs Peers
+7.18%

WCMEX Mutual Fund Performance

WCMEX performance across multiple time periods: 1-month -0.81%, YTD 25.53%, 1-year 25.72%, 3-year 24.79%, 5-year 5.05%, 10-year 10.89%.

WCMEX returns outperform the peer average of 18.35% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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