WCFRX Mutual Fund

WCFRX Mutual Fund

NAV$11.08
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Returns Overview

1 Month
-0.16%
3 Months
+0.58%
6 Months
+0.73%
YTD
+0.92%
1 Year
+2.62%
3 Years (annualized)
+5.23%
5 Years (annualized)
+3.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCFRX 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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+0.92%
Peer Avg (YTD)
+4.85%
vs Peers
-3.93%

WCFRX Mutual Fund Performance

WCFRX performance across multiple time periods: 1-month -0.16%, YTD 0.92%, 1-year 2.62%, 3-year 5.23%, 5-year 3.35%.

WCFRX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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