WSTRX Mutual Fund

WSTRX Mutual Fund

NAV$67.92
See how much of WSTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.77%
3 Months
-1.96%
6 Months
+43.48%
YTD
+38.24%
1 Year
+44.14%
3 Years (annualized)
+45.57%
5 Years (annualized)
+21.09%
10 Years (annualized)
+22.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSTRX 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 North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+38.24%
Peer Avg (YTD)
+16.41%
vs Peers
+21.84%

WSTRX Mutual Fund Performance

WSTRX performance across multiple time periods: 1-month 3.77%, YTD 38.24%, 1-year 44.14%, 3-year 45.57%, 5-year 21.09%, 10-year 22.90%.

WSTRX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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