WICRX Mutual Fund

WICRX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-3.20%
3 Months
+3.01%
6 Months
+10.53%
YTD
+5.79%
1 Year
+7.09%
3 Years (annualized)
+10.71%
5 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WICRX 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
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📉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
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+5.79%
Peer Avg (YTD)
+7.86%
vs Peers
-2.07%

WICRX Mutual Fund Performance

WICRX performance across multiple time periods: 1-month -3.20%, YTD 5.79%, 1-year 7.09%, 3-year 10.71%, 5-year 1.02%.

WICRX returns trail the peer average of 7.86% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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