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WSTCM Global Allocation Risk-Managed Fund Institutional Shares (WSTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.240.00 (0.00%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★
Year-to-date return0.52%
5-year average return3.12%
Number of years up3
Number of years down3
Best 1-yr total return (3 Feb 2019)13.49%
Worst 1-yr total return (3 Feb 2019)-5.81%
Best 3-yr total return13.49%
Worst 3-yr total return1.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWSTIXCategory
YTD1.44%9.69%
1-month1.44%0.97%
3-month1.55%5.21%
1-year3.01%27.45%
3-year3.04%8.85%
5-year1.02%8.56%
10-year0.00%5.61%
Last bull market0.00%10.63%
Last bear market0.00%-12.05%

Annual total return (%) history

Year
WSTIXCategory
2019
2.18%14.61%
2018
-5.81%-7.70%
2017
13.49%12.63%
2016
-2.84%5.99%
2015
-2.17%-5.93%
2014
8.64%2.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20192.79%-0.91%0.30%0.01%
2018-0.17%1.05%3.19%-9.51%
20172.95%1.81%3.37%4.74%
2016-3.71%2.37%0.19%-1.62%
20151.08%0.36%-3.02%-0.56%
20141.07%2.88%-2.24%6.88%

Rank in category (by total return)

YTD7
1-month7
3-month78
1-year93
3-year82
5-year91

Load adjusted returns

1-year3.01%
3-year3.04%
5-year1.02%
10-yearN/A