WSHCX Mutual Fund

WSHCX Mutual Fund

NAV$64.35
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Returns Overview

1 Month
+0.71%
3 Months
+3.64%
6 Months
+6.39%
YTD
+8.64%
1 Year
+13.55%
3 Years (annualized)
+17.11%
5 Years (annualized)
+11.23%
10 Years (annualized)
+12.15%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+11.21%
vs Peers
-2.57%

WSHCX Mutual Fund Performance

WSHCX performance across multiple time periods: 1-month 0.71%, YTD 8.64%, 1-year 13.55%, 3-year 17.11%, 5-year 11.23%, 10-year 12.15%.

WSHCX returns trail the peer average of 11.21% 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.