WWSYX Mutual Fund

NAV$22.14

Returns Overview

1 Month
-1.16%
3 Months
+2.88%
6 Months
+8.90%
YTD
+14.77%
1 Year
+20.34%
3 Years (annualized)
+11.03%
5 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWSYX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.77%
Peer Avg (YTD)
+18.52%
vs Peers
-3.75%

WWSYX Mutual Fund Performance

WWSYX performance across multiple time periods: 1-month -1.16%, YTD 14.77%, 1-year 20.34%, 3-year 11.03%, 5-year 5.89%.

WWSYX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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