WCFOX Mutual Fund

WCFOX Mutual Fund

NAV$13.81
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Returns Overview

1 Month
+2.26%
3 Months
-0.48%
6 Months
+7.51%
YTD
+12.62%
1 Year
+15.50%
3 Years (annualized)
+19.53%
5 Years (annualized)
+3.28%

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
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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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+9.98%
vs Peers
+2.64%

WCFOX Mutual Fund Performance

WCFOX performance across multiple time periods: 1-month 2.26%, YTD 12.62%, 1-year 15.50%, 3-year 19.53%, 5-year 3.28%.

WCFOX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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