WICRX Mutual Fund

NAV$13.66

Returns Overview

1 Month
-1.97%
3 Months
+7.30%
6 Months
+2.70%
YTD
+2.70%
1 Year
+3.49%
3 Years (annualized)
+8.46%
5 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+9.16%
vs Peers
-6.46%

WICRX Mutual Fund Performance

WICRX performance across multiple time periods: 1-month -1.97%, YTD 2.70%, 1-year 3.49%, 3-year 8.46%, 5-year 0.54%.

WICRX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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