WCIIX Mutual Fund

WCIIX Mutual Fund

NAV$9.95
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Returns Overview

1 Month
+0.61%
3 Months
+1.89%
6 Months
+3.22%
YTD
+4.40%
1 Year
+6.23%
3 Years (annualized)
+3.31%
5 Years (annualized)
+2.47%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCIIX 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
Bloomberg 6-9 Month Treasury Bill Index(BBG6T9MTBI)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+4.80%
vs Peers
-0.40%

WCIIX Mutual Fund Performance

WCIIX performance across multiple time periods: 1-month 0.61%, YTD 4.40%, 1-year 6.23%, 3-year 3.31%, 5-year 2.47%, 10-year 1.92%.

WCIIX returns trail the peer average of 4.80% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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