WCPNX Mutual Fund

WCPNX Mutual Fund

NAV$9.25
See how much of WCPNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.63%
3 Months
-3.11%
6 Months
-1.89%
YTD
-1.84%
1 Year
-76.65%
3 Years (annualized)
+4.52%
5 Years (annualized)
+0.78%
10 Years (annualized)
+2.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPNX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.84%
Peer Avg (YTD)
+0.50%
vs Peers
-2.34%

WCPNX Mutual Fund Performance

WCPNX performance across multiple time periods: 1-month -2.63%, YTD -1.84%, 1-year -76.65%, 3-year 4.52%, 5-year 0.78%, 10-year 2.60%.

WCPNX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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