WSTAX Mutual Fund

WSTAX Mutual Fund

NAV$71.00
See how much of WSTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.98%
3 Months
-5.06%
6 Months
+3.84%
YTD
+25.31%
1 Year
+20.99%
3 Years (annualized)
+38.58%
5 Years (annualized)
+16.32%
10 Years (annualized)
+20.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSTAX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+25.31%
Peer Avg (YTD)
+11.24%
vs Peers
+14.07%

WSTAX Mutual Fund Performance

WSTAX performance across multiple time periods: 1-month -10.98%, YTD 25.31%, 1-year 20.99%, 3-year 38.58%, 5-year 16.32%, 10-year 20.79%.

WSTAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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