WSTCX Mutual Fund

WSTCX Mutual Fund

NAV$96.75
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Returns Overview

1 Month
-11.04%
3 Months
-5.24%
6 Months
+3.44%
YTD
+24.53%
1 Year
+20.07%
3 Years (annualized)
+37.54%
5 Years (annualized)
+15.40%
10 Years (annualized)
+19.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSTCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+24.53%
Peer Avg (YTD)
+11.24%
vs Peers
+13.29%

WSTCX Mutual Fund Performance

WSTCX performance across multiple time periods: 1-month -11.04%, YTD 24.53%, 1-year 20.07%, 3-year 37.54%, 5-year 15.40%, 10-year 19.86%.

WSTCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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