WCAFX Mutual Fund

NAV$9.30

Returns Overview

1 Month
-0.55%
3 Months
+2.21%
6 Months
+5.22%
YTD
+4.99%
1 Year
+10.74%
3 Years (annualized)
+7.41%
5 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCAFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+4.14%
vs Peers
+0.85%

WCAFX Mutual Fund Performance

WCAFX performance across multiple time periods: 1-month -0.55%, YTD 4.99%, 1-year 10.74%, 3-year 7.41%, 5-year 2.37%.

WCAFX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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