WCPSX Mutual Fund

NAV$39.34

Returns Overview

1 Month
-0.91%
3 Months
-11.48%
6 Months
-13.67%
YTD
-14.01%
1 Year
-6.00%
3 Years (annualized)
+22.03%
5 Years (annualized)
+3.29%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPSX 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)
-14.01%
Peer Avg (YTD)
+3.47%
vs Peers
-17.48%

WCPSX Mutual Fund Performance

WCPSX performance across multiple time periods: 1-month -0.91%, YTD -14.01%, 1-year -6.00%, 3-year 22.03%, 5-year 3.29%, 10-year 13.89%.

WCPSX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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