WSTAX Mutual Fund

WSTAX Mutual Fund

NAV$81.35
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Returns Overview

1 Month
+2.76%
3 Months
-1.18%
6 Months
+28.47%
YTD
+35.64%
1 Year
+49.97%
3 Years (annualized)
+38.58%
5 Years (annualized)
+17.74%
10 Years (annualized)
+21.41%

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
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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+35.64%
Peer Avg (YTD)
+14.35%
vs Peers
+21.29%

WSTAX Mutual Fund Performance

WSTAX performance across multiple time periods: 1-month 2.76%, YTD 35.64%, 1-year 49.97%, 3-year 38.58%, 5-year 17.74%, 10-year 21.41%.

WSTAX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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