WHYCX Mutual Fund

WHYCX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-1.70%
3 Months
+0.35%
6 Months
+1.30%
YTD
+1.85%
1 Year
+7.61%
3 Years (annualized)
+3.42%
5 Years (annualized)
-0.18%
10 Years (annualized)
+1.82%

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)
+1.85%
Peer Avg (YTD)
+0.23%
vs Peers
+1.62%

WHYCX Mutual Fund Performance

WHYCX performance across multiple time periods: 1-month -1.70%, YTD 1.85%, 1-year 7.61%, 3-year 3.42%, 5-year -0.18%, 10-year 1.82%.

WHYCX returns outperform the peer average of 0.23% 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.