WTSTX Mutual Fund

WTSTX Mutual Fund

NAV$9.18
See how much of WTSTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.39%
3 Months
-1.16%
6 Months
-1.12%
YTD
-1.30%
1 Year
+1.89%
3 Years (annualized)
+2.60%

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

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)
-1.30%
Peer Avg (YTD)
-0.32%
vs Peers
-0.98%

WTSTX Mutual Fund Performance

WTSTX performance across multiple time periods: 1-month -1.39%, YTD -1.30%, 1-year 1.89%, 3-year 2.60%.

WTSTX returns trail the peer average of -0.32% 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.