WCPNX Mutual Fund

NAV$9.51

Returns Overview

1 Month
-1.25%
3 Months
-1.25%
6 Months
-2.46%
YTD
-2.36%
1 Year
+4.24%
3 Years (annualized)
+4.59%
5 Years (annualized)
+1.04%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPNX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.36%
Peer Avg (YTD)
+3.23%
vs Peers
-5.59%

WCPNX Mutual Fund Performance

WCPNX performance across multiple time periods: 1-month -1.25%, YTD -2.36%, 1-year 4.24%, 3-year 4.59%, 5-year 1.04%, 10-year 2.72%.

WCPNX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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