WWSYX Mutual Fund

WWSYX Mutual Fund

NAV$20.21
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Returns Overview

1 Month
-6.66%
3 Months
-11.09%
6 Months
+0.96%
YTD
+3.94%
1 Year
+2.27%
3 Years (annualized)
+9.01%
5 Years (annualized)
+4.13%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWSYX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+10.34%
vs Peers
-6.40%

WWSYX Mutual Fund Performance

WWSYX performance across multiple time periods: 1-month -6.66%, YTD 3.94%, 1-year 2.27%, 3-year 9.01%, 5-year 4.13%, 10-year 8.95%.

WWSYX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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