WSTCX Mutual Fund

WSTCX Mutual Fund

NAV$113.76
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Returns Overview

1 Month
+2.69%
3 Months
-1.38%
6 Months
+27.98%
YTD
+34.96%
1 Year
+48.85%
3 Years (annualized)
+37.54%
5 Years (annualized)
+16.81%
10 Years (annualized)
+20.47%

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
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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)
+34.96%
Peer Avg (YTD)
+14.35%
vs Peers
+20.61%

WSTCX Mutual Fund Performance

WSTCX performance across multiple time periods: 1-month 2.69%, YTD 34.96%, 1-year 48.85%, 3-year 37.54%, 5-year 16.81%, 10-year 20.47%.

WSTCX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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