WCFOX Mutual Fund

NAV$14.54

Returns Overview

1 Month
+3.58%
3 Months
+23.16%
6 Months
+17.21%
YTD
+17.21%
1 Year
+21.67%
3 Years (annualized)
+20.74%
5 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCFOX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+17.21%
Peer Avg (YTD)
+9.16%
vs Peers
+8.05%

WCFOX Mutual Fund Performance

WCFOX performance across multiple time periods: 1-month 3.58%, YTD 17.21%, 1-year 21.67%, 3-year 20.74%, 5-year 5.55%.

WCFOX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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