WUSTX Mutual Fund

NAV$8.85

Returns Overview

3 Months
+0.80%
6 Months
+1.92%
YTD
+3.23%
1 Year
+4.07%
3 Years (annualized)
+5.05%
5 Years (annualized)
+2.46%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WUSTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Short-Term Government/Corporate Bond Index
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+5.26%
vs Peers
-2.03%

WUSTX Mutual Fund Performance

WUSTX performance across multiple time periods: YTD 3.23%, 1-year 4.07%, 3-year 5.05%, 5-year 2.46%, 10-year 1.75%.

WUSTX returns trail the peer average of 5.26% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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