WSHCX Mutual Fund

NAV$67.98

Returns Overview

1 Month
+1.38%
3 Months
+10.61%
6 Months
+6.90%
YTD
+6.27%
1 Year
+14.48%
3 Years (annualized)
+15.94%
5 Years (annualized)
+10.91%
10 Years (annualized)
+12.18%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+9.51%
vs Peers
-3.24%

WSHCX Mutual Fund Performance

WSHCX performance across multiple time periods: 1-month 1.38%, YTD 6.27%, 1-year 14.48%, 3-year 15.94%, 5-year 10.91%, 10-year 12.18%.

WSHCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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