WAHYX Mutual Fund

WAHYX Mutual Fund

NAV$6.63
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Returns Overview

1 Month
+0.89%
3 Months
+0.88%
6 Months
+1.90%
YTD
+3.11%
1 Year
+5.41%
3 Years (annualized)
+8.28%
5 Years (annualized)
+3.45%
10 Years (annualized)
+4.76%

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
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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)
+3.11%
Peer Avg (YTD)
+2.15%
vs Peers
+0.95%

WAHYX Mutual Fund Performance

WAHYX performance across multiple time periods: 1-month 0.89%, YTD 3.11%, 1-year 5.41%, 3-year 8.28%, 5-year 3.45%, 10-year 4.76%.

WAHYX returns outperform the peer average of 2.15% 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.