WSICX Mutual Fund

NAV$8.99

Returns Overview

1 Month
+0.31%
3 Months
+1.99%
6 Months
+4.18%
YTD
+5.52%
1 Year
+6.06%
3 Years (annualized)
+6.97%
5 Years (annualized)
+2.88%
10 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSICX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+11.48%
vs Peers
-5.96%

WSICX Mutual Fund Performance

WSICX performance across multiple time periods: 1-month 0.31%, YTD 5.52%, 1-year 6.06%, 3-year 6.97%, 5-year 2.88%, 10-year 3.18%.

WSICX returns trail the peer average of 11.48% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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