WSCVX Mutual Fund

WSCVX Mutual Fund

NAV$18.61
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Returns Overview

1 Month
-4.28%
3 Months
+4.25%
6 Months
+14.08%
YTD
+23.60%
1 Year
+37.99%
3 Years (annualized)
+17.16%
5 Years (annualized)
+11.49%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+23.60%
Peer Avg (YTD)
+15.31%
vs Peers
+8.29%

WSCVX Mutual Fund Performance

WSCVX performance across multiple time periods: 1-month -4.28%, YTD 23.60%, 1-year 37.99%, 3-year 17.16%, 5-year 11.49%, 10-year 10.63%.

WSCVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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