WSCAX Mutual Fund

WSCAX Mutual Fund

NAV$20.65
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Returns Overview

1 Month
-3.74%
3 Months
-3.42%
6 Months
-4.62%
YTD
-0.74%
1 Year
-0.76%
3 Years (annualized)
+8.07%
5 Years (annualized)
-4.29%
10 Years (annualized)
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCAX 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
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📉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
MSCI ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
+7.47%
vs Peers
-8.22%

WSCAX Mutual Fund Performance

WSCAX performance across multiple time periods: 1-month -3.74%, YTD -0.74%, 1-year -0.76%, 3-year 8.07%, 5-year -4.29%, 10-year 4.10%.

WSCAX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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