EWHYX Mutual Fund

EWHYX Mutual Fund

NAV$7.84
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Returns Overview

1 Month
+3.05%
3 Months
-2.33%
6 Months
-1.79%
YTD
+0.30%
1 Year
+0.91%
3 Years (annualized)
+6.86%
5 Years (annualized)
+1.25%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EWHYX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
-0.87%
vs Peers
+1.17%

EWHYX Mutual Fund Performance

EWHYX performance across multiple time periods: 1-month 3.05%, YTD 0.30%, 1-year 0.91%, 3-year 6.86%, 5-year 1.25%, 10-year 2.85%.

EWHYX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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