WEBCX Mutual Fund

WEBCX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+1.08%
3 Months
+0.86%
6 Months
+3.41%
YTD
+5.05%
1 Year
+8.52%
3 Years (annualized)
+8.34%
5 Years (annualized)
+4.63%
10 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEBCX 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
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📉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 500 Index(SPX)
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+5.54%
vs Peers
-0.49%

WEBCX Mutual Fund Performance

WEBCX performance across multiple time periods: 1-month 1.08%, YTD 5.05%, 1-year 8.52%, 3-year 8.34%, 5-year 4.63%, 10-year 6.47%.

WEBCX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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