WCPSX Mutual Fund

WCPSX Mutual Fund

NAV$37.23
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Returns Overview

1 Month
-15.03%
3 Months
-12.35%
6 Months
-22.53%
YTD
-24.11%
1 Year
-22.43%
3 Years (annualized)
+18.19%
5 Years (annualized)
+1.20%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPSX 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)
-24.11%
Peer Avg (YTD)
+3.99%
vs Peers
-28.10%

WCPSX Mutual Fund Performance

WCPSX performance across multiple time periods: 1-month -15.03%, YTD -24.11%, 1-year -22.43%, 3-year 18.19%, 5-year 1.20%, 10-year 10.86%.

WCPSX returns trail the peer average of 3.99% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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