WCIAX Mutual Fund

WCIAX Mutual Fund

NAV$9.94
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.50%
3 Months
+1.85%
6 Months
+3.04%
YTD
+4.28%
1 Year
+6.08%
3 Years (annualized)
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCIAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 6-9 Month Treasury Bill Index(BBG6T9MTBI)
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+4.80%
vs Peers
-0.52%

WCIAX Mutual Fund Performance

WCIAX performance across multiple time periods: 1-month 0.50%, YTD 4.28%, 1-year 6.08%, 3-year 3.13%.

WCIAX returns trail the peer average of 4.80% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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