WSACX Mutual Fund

WSACX Mutual Fund

NAV$38.43
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Returns Overview

1 Month
+1.09%
3 Months
-2.07%
6 Months
+16.78%
YTD
+14.53%
1 Year
+18.80%
3 Years (annualized)
+20.07%
5 Years (annualized)
+8.98%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSACX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.53%
Peer Avg (YTD)
+8.67%
vs Peers
+5.86%

WSACX Mutual Fund Performance

WSACX performance across multiple time periods: 1-month 1.09%, YTD 14.53%, 1-year 18.80%, 3-year 20.07%, 5-year 8.98%, 10-year 10.55%.

WSACX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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