WCMIX Mutual Fund

WCMIX Mutual Fund

NAV$27.17
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Returns Overview

1 Month
-2.48%
3 Months
-4.48%
6 Months
+11.93%
YTD
+10.53%
1 Year
+5.47%
3 Years (annualized)
+15.83%
5 Years (annualized)
+3.89%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMIX 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 ACWI ex US Index
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+8.68%
vs Peers
+1.85%

WCMIX Mutual Fund Performance

WCMIX performance across multiple time periods: 1-month -2.48%, YTD 10.53%, 1-year 5.47%, 3-year 15.83%, 5-year 3.89%, 10-year 11.33%.

WCMIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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