WCFIX Mutual Fund

WCFIX Mutual Fund

NAV$10.76
See how much of WCFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.01%
3 Months
-1.27%
6 Months
+0.59%
YTD
+0.06%
1 Year
+0.61%
3 Years (annualized)
+5.44%
5 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCFIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+0.06%
Peer Avg (YTD)
+5.11%
vs Peers
-5.06%

WCFIX Mutual Fund Performance

WCFIX performance across multiple time periods: 1-month -1.01%, YTD 0.06%, 1-year 0.61%, 3-year 5.44%, 5-year 3.68%.

WCFIX returns trail the peer average of 5.11% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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