WCFRX Mutual Fund

WCFRX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
-1.14%
3 Months
-1.35%
6 Months
+0.40%
YTD
-0.27%
1 Year
+0.29%
3 Years (annualized)
+5.19%
5 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCFRX 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

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)
-0.27%
Peer Avg (YTD)
+5.11%
vs Peers
-5.39%

WCFRX Mutual Fund Performance

WCFRX performance across multiple time periods: 1-month -1.14%, YTD -0.27%, 1-year 0.29%, 3-year 5.19%, 5-year 3.42%.

WCFRX returns trail the peer average of 5.11% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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