WCPIX Mutual Fund

WCPIX Mutual Fund

NAV$53.91
See how much of WCPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.73%
3 Months
+4.20%
6 Months
-1.89%
YTD
-10.04%
1 Year
-12.41%
3 Years (annualized)
+23.21%
5 Years (annualized)
+3.68%
10 Years (annualized)
+14.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPIX 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
S&P Communication Services Select Sector Index
This Mutual Fund (YTD)
-10.04%
Peer Avg (YTD)
+5.41%
vs Peers
-15.45%

WCPIX Mutual Fund Performance

WCPIX performance across multiple time periods: 1-month -0.73%, YTD -10.04%, 1-year -12.41%, 3-year 23.21%, 5-year 3.68%, 10-year 14.17%.

WCPIX returns trail the peer average of 5.41% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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