WAYAX Mutual Fund

NAV$6.93
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Returns Overview

1 Month
+0.19%
3 Months
+2.29%
6 Months
+2.32%
YTD
+2.32%
1 Year
+6.65%
3 Years (annualized)
+8.67%
5 Years (annualized)
+3.26%
10 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYAX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays Capital US Corporate High Yield 2% Issuer Capped Bond Index(^BCUSCHYCB)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+3.23%
vs Peers
-0.91%

WAYAX Mutual Fund Performance

WAYAX performance across multiple time periods: 1-month 0.19%, YTD 2.32%, 1-year 6.65%, 3-year 8.67%, 5-year 3.26%, 10-year 4.91%.

WAYAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

WAYAX performance comparison shows side-by-side returns with another fund. WAYAX alternatives are available in the Mutual Fund Screener.