WMCVX Mutual Fund

WMCVX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-5.40%
3 Months
-6.41%
6 Months
+6.76%
YTD
+6.41%
1 Year
+3.31%
3 Years (annualized)
+9.17%
5 Years (annualized)
+4.84%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMCVX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+6.41%
Peer Avg (YTD)
+10.34%
vs Peers
-3.93%

WMCVX Mutual Fund Performance

WMCVX performance across multiple time periods: 1-month -5.40%, YTD 6.41%, 1-year 3.31%, 3-year 9.17%, 5-year 4.84%, 10-year 9.57%.

WMCVX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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