WDHYX Mutual Fund

WDHYX Mutual Fund

NAV$7.92
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Returns Overview

1 Month
+0.74%
3 Months
+2.23%
6 Months
+3.09%
YTD
+4.49%
1 Year
+5.89%
3 Years (annualized)
+6.60%
5 Years (annualized)
+4.56%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WDHYX 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
ICE BofA 1-3 Year BB US Cash Pay High Yield Index(^IBAYSHYI)
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+3.93%
vs Peers
+0.56%

WDHYX Mutual Fund Performance

WDHYX performance across multiple time periods: 1-month 0.74%, YTD 4.49%, 1-year 5.89%, 3-year 6.60%, 5-year 4.56%, 10-year 3.94%.

WDHYX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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