WCEAX Mutual Fund

WCEAX Mutual Fund

NAV$18.71
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Returns Overview

1 Month
-1.80%
3 Months
-1.91%
6 Months
+1.48%
YTD
+7.49%
1 Year
+7.00%
3 Years (annualized)
+21.64%
5 Years (annualized)
+10.39%
10 Years (annualized)
+14.51%

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
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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)
+7.49%
Peer Avg (YTD)
+9.28%
vs Peers
-1.79%

WCEAX Mutual Fund Performance

WCEAX performance across multiple time periods: 1-month -1.80%, YTD 7.49%, 1-year 7.00%, 3-year 21.64%, 5-year 10.39%, 10-year 14.51%.

WCEAX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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