WWSYX Mutual Fund

WWSYX Mutual Fund

NAV$20.16
See how much of WWSYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.49%
3 Months
-6.80%
6 Months
-4.20%
YTD
+6.53%
1 Year
+10.28%
3 Years (annualized)
+10.14%
5 Years (annualized)
+2.62%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWSYX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+12.21%
vs Peers
-5.68%

WWSYX Mutual Fund Performance

WWSYX performance across multiple time periods: 1-month 2.49%, YTD 6.53%, 1-year 10.28%, 3-year 10.14%, 5-year 2.62%, 10-year 8.95%.

WWSYX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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