WTSYX Mutual Fund

WTSYX Mutual Fund

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Returns Overview

1 Month
+0.19%
3 Months
+0.38%
6 Months
+0.61%
YTD
+0.81%
1 Year
+3.08%
3 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTSYX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+1.04%
vs Peers
-0.23%

WTSYX Mutual Fund Performance

WTSYX performance across multiple time periods: 1-month 0.19%, YTD 0.81%, 1-year 3.08%, 3-year 4.04%.

WTSYX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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