WCYFX Mutual Fund

WCYFX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
+1.95%
3 Months
-0.94%
6 Months
-0.45%
YTD
+4.60%
1 Year
+8.56%
3 Years (annualized)
+7.41%
5 Years (annualized)
+2.38%
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)
+4.60%
Peer Avg (YTD)
+3.78%
vs Peers
+0.83%

WCYFX Mutual Fund Performance

WCYFX performance across multiple time periods: 1-month 1.95%, YTD 4.60%, 1-year 8.56%, 3-year 7.41%, 5-year 2.38%, 10-year 3.56%.

WCYFX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.71%, 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.