WAYAX Mutual Fund

WAYAX Mutual Fund

NAV$6.68
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Returns Overview

1 Month
+0.87%
3 Months
+0.83%
6 Months
+1.66%
YTD
+2.97%
1 Year
+5.20%
3 Years (annualized)
+8.04%
5 Years (annualized)
+3.23%
10 Years (annualized)
+4.53%

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
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
Barclays Capital US Corporate High Yield 2% Issuer Capped Bond Index(^BCUSCHYCB)
This Mutual Fund (YTD)
+2.97%
Peer Avg (YTD)
+2.15%
vs Peers
+0.82%

WAYAX Mutual Fund Performance

WAYAX performance across multiple time periods: 1-month 0.87%, YTD 2.97%, 1-year 5.20%, 3-year 8.04%, 5-year 3.23%, 10-year 4.53%.

WAYAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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