WHIAX Mutual Fund

NAV$5.71

Returns Overview

1 Month
-0.54%
3 Months
+1.23%
6 Months
-0.76%
YTD
-0.76%
1 Year
+3.47%
3 Years (annualized)
+5.78%
5 Years (annualized)
+2.36%
10 Years (annualized)
+4.67%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+3.23%
vs Peers
-3.99%

WHIAX Mutual Fund Performance

WHIAX performance across multiple time periods: 1-month -0.54%, YTD -0.76%, 1-year 3.47%, 3-year 5.78%, 5-year 2.36%, 10-year 4.67%.

WHIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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