WCFIX Mutual Fund

WCFIX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
+0.80%
3 Months
-0.25%
6 Months
+0.32%
YTD
+0.86%
1 Year
+0.98%
3 Years (annualized)
+5.42%
5 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCFIX 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
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📉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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+6.11%
vs Peers
-5.25%

WCFIX Mutual Fund Performance

WCFIX performance across multiple time periods: 1-month 0.80%, YTD 0.86%, 1-year 0.98%, 3-year 5.42%, 5-year 3.42%.

WCFIX returns trail the peer average of 6.11% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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