WUSRX Mutual Fund

WUSRX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-0.69%
3 Months
-0.45%
6 Months
+0.80%
YTD
+0.86%
1 Year
+1.53%
3 Years (annualized)
+3.53%
5 Years (annualized)
+2.37%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WUSRX 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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
-3.82%
vs Peers
+4.68%

WUSRX Mutual Fund Performance

WUSRX performance across multiple time periods: 1-month -0.69%, YTD 0.86%, 1-year 1.53%, 3-year 3.53%, 5-year 2.37%, 10-year 1.74%.

WUSRX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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