WCEIX Mutual Fund

NAV$10.48

Returns Overview

1 Month
+0.19%
3 Months
+1.26%
6 Months
+1.55%
YTD
+1.55%
1 Year
+9.63%
3 Years (annualized)
+7.69%
5 Years (annualized)
+3.53%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCEIX 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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+3.47%
vs Peers
-1.92%

WCEIX Mutual Fund Performance

WCEIX performance across multiple time periods: 1-month 0.19%, YTD 1.55%, 1-year 9.63%, 3-year 7.69%, 5-year 3.53%, 10-year 5.17%.

WCEIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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