WLTTX Mutual Fund

WLTTX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-2.23%
3 Months
+1.27%
6 Months
+13.57%
YTD
+13.95%
1 Year
+19.15%
3 Years (annualized)
+21.07%
5 Years (annualized)
+9.56%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLTTX 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 All Country World Index ex-US Investable Market Index
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+9.29%
vs Peers
+4.66%

WLTTX Mutual Fund Performance

WLTTX performance across multiple time periods: 1-month -2.23%, YTD 13.95%, 1-year 19.15%, 3-year 21.07%, 5-year 9.56%, 10-year 10.89%.

WLTTX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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