WSCRX Mutual Fund

WSCRX Mutual Fund

NAV$38.48
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Returns Overview

1 Month
-7.13%
3 Months
+3.57%
6 Months
+6.77%
YTD
+7.66%
1 Year
+16.27%
3 Years (annualized)
+8.80%
5 Years (annualized)
+3.48%
10 Years (annualized)
+10.56%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+15.31%
vs Peers
-7.65%

WSCRX Mutual Fund Performance

WSCRX performance across multiple time periods: 1-month -7.13%, YTD 7.66%, 1-year 16.27%, 3-year 8.80%, 5-year 3.48%, 10-year 10.56%.

WSCRX returns trail the peer average of 15.31% 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.