WSCOX Mutual Fund

WSCOX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+0.27%
3 Months
+2.44%
6 Months
+16.16%
YTD
+23.96%
1 Year
+30.10%
3 Years (annualized)
+20.55%
5 Years (annualized)
+11.32%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCOX 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 Index(^RUT)
This Mutual Fund (YTD)
+23.96%
Peer Avg (YTD)
+15.20%
vs Peers
+8.76%

WSCOX Mutual Fund Performance

WSCOX performance across multiple time periods: 1-month 0.27%, YTD 23.96%, 1-year 30.10%, 3-year 20.55%, 5-year 11.32%, 10-year 11.09%.

WSCOX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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