WICOX Mutual Fund

WICOX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
+0.59%
3 Months
+1.58%
6 Months
+1.89%
YTD
+1.80%
1 Year
+5.18%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.44%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICOX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-15 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+1.79%
vs Peers
+0.01%

WICOX Mutual Fund Performance

WICOX performance across multiple time periods: 1-month 0.59%, YTD 1.80%, 1-year 5.18%, 3-year 3.73%, 5-year 0.44%, 10-year 1.76%.

WICOX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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