WCPSX Mutual Fund

WCPSX Mutual Fund

NAV$41.04
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Returns Overview

1 Month
+4.01%
3 Months
-6.70%
6 Months
-10.49%
YTD
-9.95%
1 Year
-4.14%
3 Years (annualized)
+21.99%
5 Years (annualized)
+2.66%
10 Years (annualized)
+13.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCPSX 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 Communication Services Select Sector Index
This Mutual Fund (YTD)
-9.95%
Peer Avg (YTD)
+4.75%
vs Peers
-14.69%

WCPSX Mutual Fund Performance

WCPSX performance across multiple time periods: 1-month 4.01%, YTD -9.95%, 1-year -4.14%, 3-year 21.99%, 5-year 2.66%, 10-year 13.05%.

WCPSX returns trail the peer average of 4.75% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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