WCMOX Mutual Fund

WCMOX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
-2.67%
3 Months
-6.46%
6 Months
+15.26%
YTD
+9.82%
1 Year
+7.87%
3 Years (annualized)
+19.82%
5 Years (annualized)
+3.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMOX 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 USA Index (Net)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+7.86%
vs Peers
+1.96%

WCMOX Mutual Fund Performance

WCMOX performance across multiple time periods: 1-month -2.67%, YTD 9.82%, 1-year 7.87%, 3-year 19.82%, 5-year 3.54%.

WCMOX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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