WSCVX Mutual Fund

WSCVX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
-3.34%
3 Months
-8.71%
6 Months
+9.49%
YTD
+16.51%
1 Year
+20.30%
3 Years (annualized)
+17.36%
5 Years (annualized)
+3.51%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSCVX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+16.51%
Peer Avg (YTD)
+10.34%
vs Peers
+6.17%

WSCVX Mutual Fund Performance

WSCVX performance across multiple time periods: 1-month -3.34%, YTD 16.51%, 1-year 20.30%, 3-year 17.36%, 5-year 3.51%, 10-year 6.83%.

WSCVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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