WCPIX Mutual Fund

WCPIX Mutual Fund

NAV$54.79
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Returns Overview

1 Month
+0.82%
3 Months
-11.42%
6 Months
-16.09%
YTD
-12.96%
1 Year
-2.38%
3 Years (annualized)
+20.44%
5 Years (annualized)
+3.97%
10 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPIX 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
S&P Communication Services Select Sector Index
This Mutual Fund (YTD)
-12.96%
Peer Avg (YTD)
+2.39%
vs Peers
-15.34%

WCPIX Mutual Fund Performance

WCPIX performance across multiple time periods: 1-month 0.82%, YTD -12.96%, 1-year -2.38%, 3-year 20.44%, 5-year 3.97%, 10-year 13.47%.

WCPIX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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