WSACX Mutual Fund

NAV$35.94

Returns Overview

1 Month
-5.47%
3 Months
+0.62%
6 Months
+3.45%
YTD
+8.55%
1 Year
+33.03%
3 Years (annualized)
+22.15%
5 Years (annualized)
+9.48%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSACX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+8.97%
vs Peers
-0.42%

WSACX Mutual Fund Performance

WSACX performance across multiple time periods: 1-month -5.47%, YTD 8.55%, 1-year 33.03%, 3-year 22.15%, 5-year 9.48%, 10-year 10.67%.

WSACX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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