WCAFX Mutual Fund

WCAFX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-2.35%
3 Months
-0.92%
6 Months
+0.55%
YTD
+2.52%
1 Year
+8.11%
3 Years (annualized)
+6.26%
5 Years (annualized)
+1.74%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCAFX 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
PROUpgrade to run
🏦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 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+3.39%
vs Peers
-0.87%

WCAFX Mutual Fund Performance

WCAFX performance across multiple time periods: 1-month -2.35%, YTD 2.52%, 1-year 8.11%, 3-year 6.26%, 5-year 1.74%, 10-year 3.42%.

WCAFX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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