WBCCX Mutual Fund

WBCCX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
+0.78%
3 Months
+0.88%
6 Months
+2.57%
YTD
+5.44%
1 Year
+7.50%
3 Years (annualized)
+8.49%
5 Years (annualized)
+3.72%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBCCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.44%
Peer Avg (YTD)
+6.28%
vs Peers
-0.85%

WBCCX Mutual Fund Performance

WBCCX performance across multiple time periods: 1-month 0.78%, YTD 5.44%, 1-year 7.50%, 3-year 8.49%, 5-year 3.72%, 10-year 5.90%.

WBCCX returns trail the peer average of 6.28% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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