WSSRX Mutual Fund

WSSRX Mutual Fund

NAV$9.73
See how much of WSSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.36%
3 Months
+0.07%
6 Months
+0.45%
YTD
+1.16%
1 Year
+1.60%
3 Years (annualized)
+3.48%
5 Years (annualized)
+1.72%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+1.16%
Peer Avg (YTD)
-0.87%
vs Peers
+2.02%

WSSRX Mutual Fund Performance

WSSRX performance across multiple time periods: 1-month 1.36%, YTD 1.16%, 1-year 1.60%, 3-year 3.48%, 5-year 1.72%, 10-year 1.53%.

WSSRX returns outperform the peer average of -0.87% 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.