WSHFX Mutual Fund

WSHFX Mutual Fund

NAV$69.11
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Returns Overview

1 Month
+4.04%
3 Months
+1.26%
6 Months
+10.62%
YTD
+14.45%
1 Year
+23.07%
3 Years (annualized)
+31.03%
5 Years (annualized)
+20.31%
10 Years (annualized)
+21.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSHFX 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)
+14.45%
Peer Avg (YTD)
+9.28%
vs Peers
+5.18%

WSHFX Mutual Fund Performance

WSHFX performance across multiple time periods: 1-month 4.04%, YTD 14.45%, 1-year 23.07%, 3-year 31.03%, 5-year 20.31%, 10-year 21.06%.

WSHFX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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