WCCFX Mutual Fund

WCCFX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
+1.95%
3 Months
-1.12%
6 Months
-0.89%
YTD
+3.97%
1 Year
+7.59%
3 Years (annualized)
+6.29%
5 Years (annualized)
+1.32%
10 Years (annualized)
+2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCCFX 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)
+3.97%
Peer Avg (YTD)
+3.78%
vs Peers
+0.20%

WCCFX Mutual Fund Performance

WCCFX performance across multiple time periods: 1-month 1.95%, YTD 3.97%, 1-year 7.59%, 3-year 6.29%, 5-year 1.32%, 10-year 2.63%.

WCCFX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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