WSHNX Mutual Fund

WSHNX Mutual Fund

NAV$11.95
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Returns Overview

1 Month
+0.11%
3 Months
+0.58%
6 Months
+1.13%
YTD
+1.50%
1 Year
+3.79%
3 Years (annualized)
+5.01%
5 Years (annualized)
+2.71%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSHNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+0.12%
vs Peers
+1.38%

WSHNX Mutual Fund Performance

WSHNX performance across multiple time periods: 1-month 0.11%, YTD 1.50%, 1-year 3.79%, 3-year 5.01%, 5-year 2.71%, 10-year 2.42%.

WSHNX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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