WHIAX Mutual Fund

WHIAX Mutual Fund

NAV$5.71
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Returns Overview

1 Month
-0.38%
3 Months
-0.73%
6 Months
-1.18%
YTD
-1.13%
1 Year
+1.52%
3 Years (annualized)
+5.25%
5 Years (annualized)
+2.30%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHIAX 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 US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-1.13%
Peer Avg (YTD)
+0.12%
vs Peers
-1.25%

WHIAX Mutual Fund Performance

WHIAX performance across multiple time periods: 1-month -0.38%, YTD -1.13%, 1-year 1.52%, 3-year 5.25%, 5-year 2.30%, 10-year 4.37%.

WHIAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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