WCPBX Mutual Fund

WCPBX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+0.67%
3 Months
-0.13%
6 Months
-0.87%
YTD
+0.94%
1 Year
+3.17%
3 Years (annualized)
+4.65%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPBX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+2.15%
vs Peers
-1.21%

WCPBX Mutual Fund Performance

WCPBX performance across multiple time periods: 1-month 0.67%, YTD 0.94%, 1-year 3.17%, 3-year 4.65%, 5-year 0.80%, 10-year 2.75%.

WCPBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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