WVCCX Mutual Fund

WVCCX Mutual Fund

NAV$34.13
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Returns Overview

3 Months
-1.19%
6 Months
+16.68%
YTD
+16.76%
1 Year
+8.97%
3 Years (annualized)
+15.98%
5 Years (annualized)
+4.83%
10 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WVCCX 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
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📉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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+16.76%
Peer Avg (YTD)
+5.56%
vs Peers
+11.20%

WVCCX Mutual Fund Performance

WVCCX performance across multiple time periods: YTD 16.76%, 1-year 8.97%, 3-year 15.98%, 5-year 4.83%, 10-year 8.13%.

WVCCX returns outperform the peer average of 5.56% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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