WSIAX Mutual Fund

NAV$8.79

Returns Overview

1 Month
+0.21%
3 Months
+2.01%
6 Months
+1.59%
YTD
+1.59%
1 Year
+4.88%
3 Years (annualized)
+6.60%
5 Years (annualized)
+2.49%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSIAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+3.07%
vs Peers
-1.48%

WSIAX Mutual Fund Performance

WSIAX performance across multiple time periods: 1-month 0.21%, YTD 1.59%, 1-year 4.88%, 3-year 6.60%, 5-year 2.49%, 10-year 3.94%.

WSIAX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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