WTCOX Mutual Fund

NAV$10.31

Returns Overview

1 Month
+0.58%
3 Months
+1.46%
6 Months
+1.73%
YTD
+1.73%
1 Year
+4.96%
3 Years (annualized)
+3.57%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.61%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 1-15 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+1.79%
vs Peers
-0.05%

WTCOX Mutual Fund Performance

WTCOX performance across multiple time periods: 1-month 0.58%, YTD 1.73%, 1-year 4.96%, 3-year 3.57%, 5-year 0.29%, 10-year 1.61%.

WTCOX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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