WSSRX Mutual Fund

WSSRX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-0.28%
3 Months
+0.39%
6 Months
+0.57%
YTD
+1.09%
1 Year
+2.76%
3 Years (annualized)
+3.51%
5 Years (annualized)
+1.83%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSSRX 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 1-3 Year Composite Municipal Bond Index(^BYCMPMBI)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+0.23%
vs Peers
+0.86%

WSSRX Mutual Fund Performance

WSSRX performance across multiple time periods: 1-month -0.28%, YTD 1.09%, 1-year 2.76%, 3-year 3.51%, 5-year 1.83%, 10-year 1.53%.

WSSRX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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