WWHCX Mutual Fund

WWHCX Mutual Fund

NAV$10.11
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Returns Overview

3 Months
-0.20%
YTD
+1.45%
1 Year
+4.35%
3 Years (annualized)
+5.42%
5 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWHCX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+2.84%
vs Peers
-1.40%

WWHCX Mutual Fund Performance

WWHCX performance across multiple time periods: YTD 1.45%, 1-year 4.35%, 3-year 5.42%, 5-year 4.73%.

WWHCX returns trail the peer average of 2.84% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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