WTSIX Mutual Fund

WTSIX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
+0.03%
3 Months
+0.29%
6 Months
+0.20%
YTD
+1.12%
1 Year
+2.96%
3 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTSIX 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
Bloomberg US Short Aggregate Enhanced Yield Index(^BBGUSSAEYI)
This Mutual Fund (YTD)
+1.12%
Peer Avg (YTD)
+15.20%
vs Peers
-14.08%

WTSIX Mutual Fund Performance

WTSIX performance across multiple time periods: 1-month 0.03%, YTD 1.12%, 1-year 2.96%, 3-year 5.15%.

WTSIX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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