WCEYX Mutual Fund

WCEYX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
-0.74%
3 Months
-0.61%
6 Months
+15.92%
YTD
+9.43%
1 Year
+10.37%
3 Years (annualized)
+19.92%
5 Years (annualized)
+11.43%
10 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCEYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.43%
Peer Avg (YTD)
+9.98%
vs Peers
-0.55%

WCEYX Mutual Fund Performance

WCEYX performance across multiple time periods: 1-month -0.74%, YTD 9.43%, 1-year 10.37%, 3-year 19.92%, 5-year 11.43%, 10-year 14.77%.

WCEYX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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