WSHFX Mutual Fund

NAV$68.82

Returns Overview

1 Month
+1.43%
3 Months
+10.81%
6 Months
+7.27%
YTD
+6.63%
1 Year
+15.26%
3 Years (annualized)
+16.75%
5 Years (annualized)
+11.69%
10 Years (annualized)
+12.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSHFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+9.51%
vs Peers
-2.88%

WSHFX Mutual Fund Performance

WSHFX performance across multiple time periods: 1-month 1.43%, YTD 6.63%, 1-year 15.26%, 3-year 16.75%, 5-year 11.69%, 10-year 12.96%.

WSHFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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