WHYCX Mutual Fund

WHYCX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
+4.06%
3 Months
-1.12%
6 Months
-0.78%
YTD
+0.71%
1 Year
+1.13%
3 Years (annualized)
+5.51%
5 Years (annualized)
-0.08%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHYCX 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 High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
-0.87%
vs Peers
+1.58%

WHYCX Mutual Fund Performance

WHYCX performance across multiple time periods: 1-month 4.06%, YTD 0.71%, 1-year 1.13%, 3-year 5.51%, 5-year -0.08%, 10-year 1.76%.

WHYCX returns outperform the peer average of -0.87% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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