WSCRX Mutual Fund

WSCRX Mutual Fund

NAV$36.34
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Returns Overview

1 Month
-4.12%
3 Months
-10.33%
6 Months
+9.99%
YTD
+3.94%
1 Year
+8.25%
3 Years (annualized)
+10.18%
5 Years (annualized)
+3.16%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCRX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+10.34%
vs Peers
-6.40%

WSCRX Mutual Fund Performance

WSCRX performance across multiple time periods: 1-month -4.12%, YTD 3.94%, 1-year 8.25%, 3-year 10.18%, 5-year 3.16%, 10-year 9.96%.

WSCRX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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