WTSTX Mutual Fund

WTSTX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
+3.06%
3 Months
-0.25%
6 Months
-1.40%
YTD
-1.54%
1 Year
-1.37%
3 Years (annualized)
+4.65%

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
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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
Solactive US 7-10 Year Treasury Bond Index(^SOLUTBH)
This Mutual Fund (YTD)
-1.54%
Peer Avg (YTD)
-0.75%
vs Peers
-0.80%

WTSTX Mutual Fund Performance

WTSTX performance across multiple time periods: 1-month 3.06%, YTD -1.54%, 1-year -1.37%, 3-year 4.65%.

WTSTX returns trail the peer average of -0.75% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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