WSCRX Mutual Fund

WSCRX Mutual Fund

NAV$37.13
See how much of WSCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.70%
3 Months
+0.11%
6 Months
+6.66%
YTD
+8.41%
1 Year
+12.86%
3 Years (annualized)
+10.18%
5 Years (annualized)
+3.16%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+15.20%
vs Peers
-6.79%

WSCRX Mutual Fund Performance

WSCRX performance across multiple time periods: 1-month 0.70%, YTD 8.41%, 1-year 12.86%, 3-year 10.18%, 5-year 3.16%, 10-year 9.96%.

WSCRX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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