WTSYX Mutual Fund

WTSYX Mutual Fund

NAV$0.99
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Returns Overview

1 Month
+0.09%
3 Months
+0.38%
6 Months
+0.62%
YTD
+0.62%
1 Year
+2.88%
3 Years (annualized)
+4.18%

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)
+0.62%
Peer Avg (YTD)
+0.99%
vs Peers
-0.37%

WTSYX Mutual Fund Performance

WTSYX performance across multiple time periods: 1-month 0.09%, YTD 0.62%, 1-year 2.88%, 3-year 4.18%.

WTSYX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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