WCEIX Mutual Fund

WCEIX Mutual Fund

NAV$10.51
See how much of WCEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.48%
3 Months
+0.67%
6 Months
+1.25%
YTD
+2.04%
1 Year
+3.65%
3 Years (annualized)
+5.66%
5 Years (annualized)
+3.29%
10 Years (annualized)
+4.67%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+4.75%
vs Peers
-2.71%

WCEIX Mutual Fund Performance

WCEIX performance across multiple time periods: 1-month 0.48%, YTD 2.04%, 1-year 3.65%, 3-year 5.66%, 5-year 3.29%, 10-year 4.67%.

WCEIX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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