WLCGX Mutual Fund

WLCGX Mutual Fund

NAV$59.09
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Returns Overview

1 Month
+1.78%
3 Months
+1.67%
6 Months
+21.12%
YTD
+9.00%
1 Year
+9.48%
3 Years (annualized)
+24.45%
5 Years (annualized)
+12.05%
10 Years (annualized)
+15.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCGX 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 1000 Growth Index Total Return(^RLGTR)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+8.67%
vs Peers
+0.33%

WLCGX Mutual Fund Performance

WLCGX performance across multiple time periods: 1-month 1.78%, YTD 9.00%, 1-year 9.48%, 3-year 24.45%, 5-year 12.05%, 10-year 15.39%.

WLCGX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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