WSTYX Mutual Fund

NAV$95.97

Returns Overview

1 Month
+4.54%
3 Months
+46.44%
6 Months
+43.51%
YTD
+41.18%
1 Year
+64.93%
3 Years (annualized)
+46.86%
5 Years (annualized)
+22.86%
10 Years (annualized)
+24.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSTYX 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)
+41.18%
Peer Avg (YTD)
+16.06%
vs Peers
+25.12%

WSTYX Mutual Fund Performance

WSTYX performance across multiple time periods: 1-month 4.54%, YTD 41.18%, 1-year 64.93%, 3-year 46.86%, 5-year 22.86%, 10-year 24.57%.

WSTYX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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