WCEAX Mutual Fund

NAV$19.47

Returns Overview

1 Month
+1.12%
3 Months
+16.62%
6 Months
+10.75%
YTD
+10.05%
1 Year
+18.04%
3 Years (annualized)
+20.03%
5 Years (annualized)
+12.99%
10 Years (annualized)
+14.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCEAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+9.51%
vs Peers
+0.54%

WCEAX Mutual Fund Performance

WCEAX performance across multiple time periods: 1-month 1.12%, YTD 10.05%, 1-year 18.04%, 3-year 20.03%, 5-year 12.99%, 10-year 14.97%.

WCEAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

WCEAX performance comparison shows side-by-side returns with another fund. WCEAX alternatives are available in the Mutual Fund Screener.