WCPSX Mutual Fund

NAV$40.51

Returns Overview

1 Month
+7.10%
3 Months
-5.50%
6 Months
+0.13%
YTD
-2.03%
1 Year
+28.80%
3 Years
+32.42%
5 Years
+7.14%
10 Years
+16.76%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WCPSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Communication Services Select Sector Index(NA)
This Mutual Fund (YTD)
-2.03%
Peer Avg (YTD)
+2.12%
vs Peers
-4.15%

WCPSX Mutual Fund Performance

WCPSX performance across multiple time periods: 1-month 7.10%, YTD -2.03%, 1-year 28.80%, 3-year 32.42%, 5-year 7.14%, 10-year 16.76%.

WCPSX returns trail the peer average of 2.12% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

WCPSX performance comparison shows side-by-side returns with another fund. WCPSX alternatives are available in the Mutual Fund Screener.