WCYFX Mutual Fund

NAV$9.35

Returns Overview

1 Month
-0.52%
3 Months
+2.30%
6 Months
+5.28%
YTD
+5.05%
1 Year
+11.01%
3 Years (annualized)
+7.73%
5 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCYFX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+4.14%
vs Peers
+0.90%

WCYFX Mutual Fund Performance

WCYFX performance across multiple time periods: 1-month -0.52%, YTD 5.05%, 1-year 11.01%, 3-year 7.73%, 5-year 2.69%.

WCYFX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

WCYFX performance comparison shows side-by-side returns with another fund. WCYFX alternatives are available in the Mutual Fund Screener.