WICVX Mutual Fund

NAV$10.25

Returns Overview

1 Month
-0.10%
3 Months
+2.40%
6 Months
+3.64%
YTD
+11.66%
1 Year
+15.89%
3 Years (annualized)
+11.68%
5 Years (annualized)
+4.98%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+18.52%
vs Peers
-6.87%

WICVX Mutual Fund Performance

WICVX performance across multiple time periods: 1-month -0.10%, YTD 11.66%, 1-year 15.89%, 3-year 11.68%, 5-year 4.98%, 10-year 10.74%.

WICVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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