WSTCX Mutual Fund

NAV$108.50

Returns Overview

1 Month
+4.48%
3 Months
+46.17%
6 Months
+42.98%
YTD
+40.68%
1 Year
+63.72%
3 Years (annualized)
+52.18%
5 Years (annualized)
+25.09%
10 Years (annualized)
+25.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSTCX 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

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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)
+40.68%
Peer Avg (YTD)
+16.06%
vs Peers
+24.62%

WSTCX Mutual Fund Performance

WSTCX performance across multiple time periods: 1-month 4.48%, YTD 40.68%, 1-year 63.72%, 3-year 52.18%, 5-year 25.09%, 10-year 25.22%.

WSTCX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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