WSCAX Mutual Fund

WSCAX Mutual Fund

NAV$22.03
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Returns Overview

1 Month
-1.69%
3 Months
+9.18%
6 Months
+6.24%
YTD
+5.06%
1 Year
+1.15%
3 Years (annualized)
+4.80%
5 Years (annualized)
-1.81%
10 Years (annualized)
+4.96%

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)
+5.06%
Peer Avg (YTD)
+9.16%
vs Peers
-4.10%

WSCAX Mutual Fund Performance

WSCAX performance across multiple time periods: 1-month -1.69%, YTD 5.06%, 1-year 1.15%, 3-year 4.80%, 5-year -1.81%, 10-year 4.96%.

WSCAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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