WCYFX Mutual Fund

WCYFX Mutual Fund

NAV$9.46
See how much of WCYFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.33%
3 Months
-0.85%
6 Months
+0.62%
YTD
+2.60%
1 Year
+8.36%
3 Years (annualized)
+6.57%
5 Years (annualized)
+2.03%
10 Years (annualized)
+3.56%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+3.39%
vs Peers
-0.79%

WCYFX Mutual Fund Performance

WCYFX performance across multiple time periods: 1-month -2.33%, YTD 2.60%, 1-year 8.36%, 3-year 6.57%, 5-year 2.03%, 10-year 3.56%.

WCYFX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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