WSTMX Mutual Fund

NAV$9.80

Returns Overview

1 Month
+0.61%
3 Months
+1.65%
6 Months
+1.75%
YTD
+2.69%
1 Year
+3.22%
3 Years (annualized)
+3.08%
5 Years (annualized)
+1.39%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSTMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg 1-3 Year Composite Municipal Bond Index(^BYCMPMBI)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
-1.17%
vs Peers
+3.85%

WSTMX Mutual Fund Performance

WSTMX performance across multiple time periods: 1-month 0.61%, YTD 2.69%, 1-year 3.22%, 3-year 3.08%, 5-year 1.39%, 10-year 1.42%.

WSTMX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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