WCCFX Mutual Fund

NAV$9.38

Returns Overview

1 Month
-0.61%
3 Months
+2.02%
6 Months
+4.74%
YTD
+4.51%
1 Year
+9.91%
3 Years (annualized)
+6.57%
5 Years (annualized)
+1.60%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCCFX 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)
+4.51%
Peer Avg (YTD)
+4.14%
vs Peers
+0.37%

WCCFX Mutual Fund Performance

WCCFX performance across multiple time periods: 1-month -0.61%, YTD 4.51%, 1-year 9.91%, 3-year 6.57%, 5-year 1.60%, 10-year 2.79%.

WCCFX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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