WCFRX Mutual Fund

NAV$11.14

Returns Overview

1 Month
+0.15%
3 Months
+1.77%
6 Months
+1.09%
YTD
+1.09%
1 Year
+3.22%
3 Years (annualized)
+5.70%
5 Years (annualized)
+3.32%

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
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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+3.78%
vs Peers
-2.69%

WCFRX Mutual Fund Performance

WCFRX performance across multiple time periods: 1-month 0.15%, YTD 1.09%, 1-year 3.22%, 3-year 5.70%, 5-year 3.32%.

WCFRX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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