WCMLX Mutual Fund

WCMLX Mutual Fund

NAV$13.98
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Returns Overview

1 Month
-5.45%
3 Months
-13.37%
6 Months
+6.11%
YTD
+2.18%
1 Year
+2.57%
3 Years (annualized)
+8.11%
5 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMLX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+10.34%
vs Peers
-8.16%

WCMLX Mutual Fund Performance

WCMLX performance across multiple time periods: 1-month -5.45%, YTD 2.18%, 1-year 2.57%, 3-year 8.11%, 5-year 0.96%.

WCMLX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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