WCPNX Mutual Fund

WCPNX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
-1.13%
3 Months
-0.30%
6 Months
-0.35%
YTD
+0.16%
1 Year
+3.16%
3 Years (annualized)
+4.62%
5 Years (annualized)
+1.19%
10 Years (annualized)
+2.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPNX 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
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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)
+0.16%
Peer Avg (YTD)
+0.12%
vs Peers
+0.04%

WCPNX Mutual Fund Performance

WCPNX performance across multiple time periods: 1-month -1.13%, YTD 0.16%, 1-year 3.16%, 3-year 4.62%, 5-year 1.19%, 10-year 2.87%.

WCPNX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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