WSIDX Mutual Fund

NAV$9.08

Returns Overview

1 Month
+0.93%
3 Months
+2.84%
6 Months
+2.67%
YTD
+5.01%
1 Year
+5.89%
3 Years (annualized)
+6.34%
5 Years (annualized)
+3.20%
10 Years (annualized)
+3.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSIDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+8.32%
vs Peers
-3.31%

WSIDX Mutual Fund Performance

WSIDX performance across multiple time periods: 1-month 0.93%, YTD 5.01%, 1-year 5.89%, 3-year 6.34%, 5-year 3.20%, 10-year 3.71%.

WSIDX returns trail the peer average of 8.32% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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