WSTRX Mutual Fund

NAV$67.16

Returns Overview

1 Month
+4.52%
3 Months
+46.36%
6 Months
+43.34%
YTD
+41.01%
1 Year
+64.50%
3 Years (annualized)
+48.16%
5 Years (annualized)
+23.33%
10 Years (annualized)
+24.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSTRX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+41.01%
Peer Avg (YTD)
+16.06%
vs Peers
+24.95%

WSTRX Mutual Fund Performance

WSTRX performance across multiple time periods: 1-month 4.52%, YTD 41.01%, 1-year 64.50%, 3-year 48.16%, 5-year 23.33%, 10-year 24.58%.

WSTRX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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