WSCOX Mutual Fund

NAV$18.53

Returns Overview

1 Month
-2.16%
3 Months
+7.30%
6 Months
+16.03%
YTD
+23.29%
1 Year
+48.73%
3 Years (annualized)
+21.77%
5 Years (annualized)
+11.64%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCOX 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 Index(^RUT)
This Mutual Fund (YTD)
+23.29%
Peer Avg (YTD)
+18.52%
vs Peers
+4.76%

WSCOX Mutual Fund Performance

WSCOX performance across multiple time periods: 1-month -2.16%, YTD 23.29%, 1-year 48.73%, 3-year 21.77%, 5-year 11.64%, 10-year 11.79%.

WSCOX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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