EWHYX Mutual Fund

EWHYX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
-1.64%
3 Months
+0.56%
6 Months
+1.87%
YTD
+2.70%
1 Year
+9.54%
3 Years (annualized)
+5.26%
5 Years (annualized)
+1.45%
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)
+2.70%
Peer Avg (YTD)
+0.23%
vs Peers
+2.47%

EWHYX Mutual Fund Performance

EWHYX performance across multiple time periods: 1-month -1.64%, YTD 2.70%, 1-year 9.54%, 3-year 5.26%, 5-year 1.45%, 10-year 2.85%.

EWHYX returns outperform the peer average of 0.23% 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.