WICVX Mutual Fund

WICVX Mutual Fund

NAV$10.37
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Returns Overview

1 Month
+3.48%
3 Months
-2.51%
6 Months
+1.20%
YTD
+10.13%
1 Year
+10.15%
3 Years (annualized)
+14.24%
5 Years (annualized)
+4.76%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICVX 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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+12.21%
vs Peers
-2.08%

WICVX Mutual Fund Performance

WICVX performance across multiple time periods: 1-month 3.48%, YTD 10.13%, 1-year 10.15%, 3-year 14.24%, 5-year 4.76%, 10-year 10.12%.

WICVX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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