WCPSX Mutual Fund

WCPSX Mutual Fund

NAV$40.68
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Returns Overview

1 Month
-0.83%
3 Months
+3.94%
6 Months
-2.37%
YTD
-10.69%
1 Year
-13.27%
3 Years (annualized)
+21.99%
5 Years (annualized)
+2.66%
10 Years (annualized)
+13.05%

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)
-10.69%
Peer Avg (YTD)
+5.41%
vs Peers
-16.10%

WCPSX Mutual Fund Performance

WCPSX performance across multiple time periods: 1-month -0.83%, YTD -10.69%, 1-year -13.27%, 3-year 21.99%, 5-year 2.66%, 10-year 13.05%.

WCPSX returns trail the peer average of 5.41% 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.