WSIAX Mutual Fund

WSIAX Mutual Fund

NAV$8.62
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Returns Overview

1 Month
+1.19%
3 Months
-0.63%
6 Months
-0.47%
YTD
+0.15%
1 Year
+0.86%
3 Years (annualized)
+6.71%
5 Years (annualized)
+2.26%
10 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSIAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+0.43%
vs Peers
-0.28%

WSIAX Mutual Fund Performance

WSIAX performance across multiple time periods: 1-month 1.19%, YTD 0.15%, 1-year 0.86%, 3-year 6.71%, 5-year 2.26%, 10-year 3.49%.

WSIAX returns trail the peer average of 0.43% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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