WCYFX Mutual Fund

WCYFX Mutual Fund

NAV$9.15
See how much of WCYFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.93%
3 Months
-3.07%
6 Months
-0.84%
YTD
+1.83%
1 Year
+3.30%
3 Years (annualized)
+7.41%
5 Years (annualized)
+2.38%
10 Years (annualized)
+3.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCYFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+2.46%
vs Peers
-0.63%

WCYFX Mutual Fund Performance

WCYFX performance across multiple time periods: 1-month -2.93%, YTD 1.83%, 1-year 3.30%, 3-year 7.41%, 5-year 2.38%, 10-year 3.56%.

WCYFX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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