WSHFX Mutual Fund

WSHFX Mutual Fund

NAV$67.12
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Returns Overview

1 Month
-3.42%
3 Months
-1.16%
6 Months
+5.39%
YTD
+1.42%
1 Year
+8.38%
3 Years (annualized)
+28.83%
5 Years (annualized)
+20.94%
10 Years (annualized)
+20.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSHFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+9.91%
vs Peers
-8.49%

WSHFX Mutual Fund Performance

WSHFX performance across multiple time periods: 1-month -3.42%, YTD 1.42%, 1-year 8.38%, 3-year 28.83%, 5-year 20.94%, 10-year 20.88%.

WSHFX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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