WSACX Mutual Fund

WSACX Mutual Fund

NAV$38.60
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Returns Overview

1 Month
-4.80%
3 Months
-0.54%
6 Months
+8.41%
YTD
+12.55%
1 Year
+24.46%
3 Years (annualized)
+19.15%
5 Years (annualized)
+9.32%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSACX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.55%
Peer Avg (YTD)
+6.23%
vs Peers
+6.32%

WSACX Mutual Fund Performance

WSACX performance across multiple time periods: 1-month -4.80%, YTD 12.55%, 1-year 24.46%, 3-year 19.15%, 5-year 9.32%, 10-year 9.75%.

WSACX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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