WCPIX Mutual Fund

NAV$50.02

Returns Overview

1 Month
-10.92%
3 Months
-5.84%
6 Months
-14.58%
YTD
-13.67%
1 Year
-5.08%
3 Years (annualized)
+23.22%
5 Years (annualized)
+4.30%
10 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Communication Services Select Sector Index
This Mutual Fund (YTD)
-13.67%
Peer Avg (YTD)
+3.47%
vs Peers
-17.14%

WCPIX Mutual Fund Performance

WCPIX performance across multiple time periods: 1-month -10.92%, YTD -13.67%, 1-year -5.08%, 3-year 23.22%, 5-year 4.30%, 10-year 15.02%.

WCPIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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