WCAFX Mutual Fund

WCAFX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
-3.05%
3 Months
-3.24%
6 Months
-1.10%
YTD
+1.59%
1 Year
+2.97%
3 Years (annualized)
+7.10%
5 Years (annualized)
+2.07%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCAFX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+2.46%
vs Peers
-0.87%

WCAFX Mutual Fund Performance

WCAFX performance across multiple time periods: 1-month -3.05%, YTD 1.59%, 1-year 2.97%, 3-year 7.10%, 5-year 2.07%, 10-year 3.42%.

WCAFX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

WCAFX vs another fund shows side-by-side returns. WCAFX alternatives are available in the Mutual Fund Screener.