WUSNX Mutual Fund

WUSNX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+0.34%
3 Months
+0.92%
6 Months
+1.55%
YTD
+2.00%
1 Year
+4.18%
3 Years (annualized)
+5.45%
5 Years (annualized)
+3.76%
10 Years (annualized)
+2.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WUSNX 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
Bloomberg Short-Term Government/Corporate Bond Index
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+0.12%
vs Peers
+1.88%

WUSNX Mutual Fund Performance

WUSNX performance across multiple time periods: 1-month 0.34%, YTD 2.00%, 1-year 4.18%, 3-year 5.45%, 5-year 3.76%, 10-year 2.88%.

WUSNX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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