WCEYX Mutual Fund

NAV$23.50

Returns Overview

1 Month
+1.14%
3 Months
+16.63%
6 Months
+10.79%
YTD
+10.10%
1 Year
+5.41%
3 Years (annualized)
+15.60%
5 Years (annualized)
+10.49%
10 Years (annualized)
+13.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCEYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+9.51%
vs Peers
+0.59%

WCEYX Mutual Fund Performance

WCEYX performance across multiple time periods: 1-month 1.14%, YTD 10.10%, 1-year 5.41%, 3-year 15.60%, 5-year 10.49%, 10-year 13.82%.

WCEYX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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