WAYCX Mutual Fund

WAYCX Mutual Fund

NAV$6.57
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Returns Overview

1 Month
-1.05%
3 Months
-2.63%
6 Months
-2.27%
YTD
-0.91%
1 Year
-0.34%
3 Years (annualized)
+7.41%
5 Years (annualized)
+1.90%
10 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYCX 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)
-0.91%
Peer Avg (YTD)
+1.93%
vs Peers
-2.83%

WAYCX Mutual Fund Performance

WAYCX performance across multiple time periods: 1-month -1.05%, YTD -0.91%, 1-year -0.34%, 3-year 7.41%, 5-year 1.90%, 10-year 3.39%.

WAYCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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