WICOX Mutual Fund

WICOX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
-3.11%
3 Months
-4.18%
6 Months
-2.66%
YTD
-2.46%
1 Year
-1.07%
3 Years (annualized)
+3.61%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICOX 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
Bloomberg US 1-15 Year Municipal Bond Index
This Mutual Fund (YTD)
-2.46%
Peer Avg (YTD)
-3.84%
vs Peers
+1.38%

WICOX Mutual Fund Performance

WICOX performance across multiple time periods: 1-month -3.11%, YTD -2.46%, 1-year -1.07%, 3-year 3.61%, 5-year 0.16%, 10-year 1.64%.

WICOX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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