WSTRX Mutual Fund

WSTRX Mutual Fund

NAV$64.13
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Returns Overview

1 Month
-8.04%
3 Months
+9.30%
6 Months
+22.43%
YTD
+31.82%
1 Year
+45.86%
3 Years (annualized)
+35.59%
5 Years (annualized)
+17.23%
10 Years (annualized)
+20.76%

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)
+31.82%
Peer Avg (YTD)
+11.56%
vs Peers
+20.26%

WSTRX Mutual Fund Performance

WSTRX performance across multiple time periods: 1-month -8.04%, YTD 31.82%, 1-year 45.86%, 3-year 35.59%, 5-year 17.23%, 10-year 20.76%.

WSTRX returns outperform the peer average of 11.56% 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.