WTSTX Mutual Fund

NAV$9.26

Returns Overview

1 Month
+0.27%
3 Months
+0.13%
6 Months
-0.02%
YTD
+0.09%
1 Year
+2.69%
3 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTSTX 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
Solactive US 7-10 Year Treasury Bond Index(^SOLUTBH)
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+0.38%
vs Peers
-0.29%

WTSTX Mutual Fund Performance

WTSTX performance across multiple time periods: 1-month 0.27%, YTD 0.09%, 1-year 2.69%, 3-year 2.21%.

WTSTX returns trail the peer average of 0.38% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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