WAYCX Mutual Fund

WAYCX Mutual Fund

NAV$6.85
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Returns Overview

1 Month
-0.30%
3 Months
+0.38%
6 Months
+0.95%
YTD
+1.78%
1 Year
+5.15%
3 Years (annualized)
+7.27%
5 Years (annualized)
+2.48%
10 Years (annualized)
+4.11%

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
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)
+1.78%
Peer Avg (YTD)
+0.12%
vs Peers
+1.66%

WAYCX Mutual Fund Performance

WAYCX performance across multiple time periods: 1-month -0.30%, YTD 1.78%, 1-year 5.15%, 3-year 7.27%, 5-year 2.48%, 10-year 4.11%.

WAYCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.75%, 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.