WAHYX Mutual Fund

WAHYX Mutual Fund

NAV$6.87
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.20%
3 Months
+2.35%
6 Months
+2.42%
YTD
+2.42%
1 Year
+6.87%
3 Years (annualized)
+8.85%
5 Years (annualized)
+3.46%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAHYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital US Corporate High Yield 2% Issuer Capped Bond Index(^BCUSCHYCB)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+3.23%
vs Peers
-0.81%

WAHYX Mutual Fund Performance

WAHYX performance across multiple time periods: 1-month 0.20%, YTD 2.42%, 1-year 6.87%, 3-year 8.85%, 5-year 3.46%, 10-year 5.14%.

WAHYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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