WSHCX Mutual Fund

WSHCX Mutual Fund

NAV$67.34
See how much of WSHCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.51%
3 Months
+4.81%
6 Months
+6.71%
YTD
+7.88%
1 Year
+15.18%
3 Years (annualized)
+16.20%
5 Years (annualized)
+11.53%
10 Years (annualized)
+12.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSHCX 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 500 Index(SPX)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+9.41%
vs Peers
-1.53%

WSHCX Mutual Fund Performance

WSHCX performance across multiple time periods: 1-month 1.51%, YTD 7.88%, 1-year 15.18%, 3-year 16.20%, 5-year 11.53%, 10-year 12.40%.

WSHCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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