WSTAX Mutual Fund

NAV$79.46
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Returns Overview

1 Month
+4.54%
3 Months
+46.43%
6 Months
+43.50%
YTD
+41.18%
1 Year
+64.91%
3 Years (annualized)
+53.03%
5 Years (annualized)
+25.94%
10 Years (annualized)
+26.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSTAX 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
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📉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

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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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+41.18%
Peer Avg (YTD)
+16.06%
vs Peers
+25.12%

WSTAX Mutual Fund Performance

WSTAX performance across multiple time periods: 1-month 4.54%, YTD 41.18%, 1-year 64.91%, 3-year 53.03%, 5-year 25.94%, 10-year 26.12%.

WSTAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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