WSCVX Mutual Fund

NAV$18.00

Returns Overview

1 Month
-3.64%
3 Months
+6.57%
6 Months
+13.71%
YTD
+22.78%
1 Year
+48.40%
3 Years (annualized)
+25.69%
5 Years (annualized)
+14.40%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCVX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+22.78%
Peer Avg (YTD)
+18.52%
vs Peers
+4.26%

WSCVX Mutual Fund Performance

WSCVX performance across multiple time periods: 1-month -3.64%, YTD 22.78%, 1-year 48.40%, 3-year 25.69%, 5-year 14.40%, 10-year 13.04%.

WSCVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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