WTCOX Mutual Fund

WTCOX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
+2.95%
3 Months
-0.36%
6 Months
-0.64%
YTD
+0.30%
1 Year
+0.91%
3 Years (annualized)
+4.36%
5 Years (annualized)
+0.09%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTCOX 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
Bloomberg US 1-15 Year Municipal Bond Index
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
-0.87%
vs Peers
+1.17%

WTCOX Mutual Fund Performance

WTCOX performance across multiple time periods: 1-month 2.95%, YTD 0.30%, 1-year 0.91%, 3-year 4.36%, 5-year 0.09%, 10-year 1.13%.

WTCOX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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