WTSIX Mutual Fund

WTSIX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
-1.38%
3 Months
-1.11%
6 Months
+0.03%
YTD
+0.07%
1 Year
+1.35%
3 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTSIX 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 Short Aggregate Enhanced Yield Index(^BBGUSSAEYI)
This Mutual Fund (YTD)
+0.07%
Peer Avg (YTD)
+10.34%
vs Peers
-10.26%

WTSIX Mutual Fund Performance

WTSIX performance across multiple time periods: 1-month -1.38%, YTD 0.07%, 1-year 1.35%, 3-year 5.15%.

WTSIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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