WHTXX Mutual Fund

WHTXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.43%
3 Months
+1.27%
6 Months
+2.50%
YTD
+2.95%
1 Year
+5.22%
3 Years (annualized)
+3.13%
5 Years (annualized)
+2.10%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHTXX 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
Bloomberg Barclays US Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+2.36%
vs Peers
+0.59%

WHTXX Mutual Fund Performance

WHTXX performance across multiple time periods: 1-month 0.43%, YTD 2.95%, 1-year 5.22%, 3-year 3.13%, 5-year 2.10%, 10-year 1.33%.

WHTXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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