WCMGX Mutual Fund

WCMGX Mutual Fund

NAV$35.75
See how much of WCMGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.09%
3 Months
-3.03%
6 Months
+15.58%
YTD
+9.88%
1 Year
+8.76%
3 Years (annualized)
+24.14%
5 Years (annualized)
+6.38%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+7.83%
vs Peers
+2.05%

WCMGX Mutual Fund Performance

WCMGX performance across multiple time periods: 1-month -1.09%, YTD 9.88%, 1-year 8.76%, 3-year 24.14%, 5-year 6.38%, 10-year 10.64%.

WCMGX returns outperform the peer average of 7.83% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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