WAYRX Mutual Fund

WAYRX Mutual Fund

NAV$6.77
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Returns Overview

1 Month
-0.26%
3 Months
+0.34%
6 Months
+1.02%
YTD
+1.87%
1 Year
+5.43%
3 Years (annualized)
+7.70%
5 Years (annualized)
+2.90%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYRX 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)
+1.87%
Peer Avg (YTD)
+0.12%
vs Peers
+1.75%

WAYRX Mutual Fund Performance

WAYRX performance across multiple time periods: 1-month -0.26%, YTD 1.87%, 1-year 5.43%, 3-year 7.70%, 5-year 2.90%, 10-year 4.56%.

WAYRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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