WSIAX Mutual Fund

WSIAX Mutual Fund

NAV$8.56
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Returns Overview

1 Month
-2.42%
3 Months
-2.58%
6 Months
-0.62%
YTD
-1.03%
1 Year
+0.05%
3 Years (annualized)
+6.21%
5 Years (annualized)
+2.42%
10 Years (annualized)
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSIAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
+0.32%
vs Peers
-1.35%

WSIAX Mutual Fund Performance

WSIAX performance across multiple time periods: 1-month -2.42%, YTD -1.03%, 1-year 0.05%, 3-year 6.21%, 5-year 2.42%, 10-year 3.70%.

WSIAX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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