WSSCX Mutual Fund

WSSCX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-0.37%
3 Months
+0.13%
6 Months
+0.05%
YTD
+0.49%
1 Year
+1.71%
3 Years (annualized)
+2.41%
5 Years (annualized)
+0.77%
10 Years (annualized)
+0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSSCX 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 1-3 Year Composite Municipal Bond Index(^BYCMPMBI)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+0.23%
vs Peers
+0.25%

WSSCX Mutual Fund Performance

WSSCX performance across multiple time periods: 1-month -0.37%, YTD 0.49%, 1-year 1.71%, 3-year 2.41%, 5-year 0.77%, 10-year 0.69%.

WSSCX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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