WTSTX Mutual Fund

WTSTX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-3.34%
3 Months
-4.55%
6 Months
-4.43%
YTD
-4.46%
1 Year
-3.64%
3 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTSTX 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
Solactive US 7-10 Year Treasury Bond Index(^SOLUTBH)
This Mutual Fund (YTD)
-4.46%
Peer Avg (YTD)
-1.65%
vs Peers
-2.81%

WTSTX Mutual Fund Performance

WTSTX performance across multiple time periods: 1-month -3.34%, YTD -4.46%, 1-year -3.64%, 3-year 2.91%.

WTSTX returns trail the peer average of -1.65% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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