WICRX Mutual Fund

WICRX Mutual Fund

NAV$13.82
See how much of WICRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.86%
3 Months
+3.10%
6 Months
+2.54%
YTD
+5.63%
1 Year
+9.70%
3 Years (annualized)
+8.59%
5 Years (annualized)
+0.87%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+8.67%
vs Peers
-3.03%

WICRX Mutual Fund Performance

WICRX performance across multiple time periods: 1-month 2.86%, YTD 5.63%, 1-year 9.70%, 3-year 8.59%, 5-year 0.87%.

WICRX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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