WAHYX Mutual Fund

WAHYX Mutual Fund

NAV$6.86
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Returns Overview

1 Month
-0.21%
3 Months
+0.63%
6 Months
+1.44%
YTD
+2.20%
1 Year
+6.01%
3 Years (annualized)
+8.30%
5 Years (annualized)
+3.48%
10 Years (annualized)
+5.15%

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)
+2.20%
Peer Avg (YTD)
+0.12%
vs Peers
+2.08%

WAHYX Mutual Fund Performance

WAHYX performance across multiple time periods: 1-month -0.21%, YTD 2.20%, 1-year 6.01%, 3-year 8.30%, 5-year 3.48%, 10-year 5.15%.

WAHYX returns outperform the peer average of 0.12% 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.