WSINX Mutual Fund

WSINX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
+1.22%
3 Months
-0.56%
6 Months
-0.20%
YTD
+0.53%
1 Year
+1.18%
3 Years (annualized)
+7.08%
5 Years (annualized)
+2.59%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSINX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.53%
Peer Avg (YTD)
+0.43%
vs Peers
+0.10%

WSINX Mutual Fund Performance

WSINX performance across multiple time periods: 1-month 1.22%, YTD 0.53%, 1-year 1.18%, 3-year 7.08%, 5-year 2.59%, 10-year 3.80%.

WSINX returns outperform the peer average of 0.43% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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