WSTRX Mutual Fund

WSTRX Mutual Fund

NAV$70.52
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Returns Overview

1 Month
+2.74%
3 Months
-1.25%
6 Months
+28.31%
YTD
+35.43%
1 Year
+49.61%
3 Years (annualized)
+45.57%
5 Years (annualized)
+21.09%
10 Years (annualized)
+22.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSTRX 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)
+35.43%
Peer Avg (YTD)
+14.35%
vs Peers
+21.08%

WSTRX Mutual Fund Performance

WSTRX performance across multiple time periods: 1-month 2.74%, YTD 35.43%, 1-year 49.61%, 3-year 45.57%, 5-year 21.09%, 10-year 22.90%.

WSTRX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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