WHYDX Mutual Fund

NAV$9.24

Returns Overview

1 Month
+0.40%
3 Months
-0.46%
6 Months
-4.34%
YTD
-2.94%
1 Year
-2.53%
3 Years (annualized)
+2.07%
5 Years (annualized)
+0.91%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHYDX 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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-2.94%
Peer Avg (YTD)
-1.17%
vs Peers
-1.77%

WHYDX Mutual Fund Performance

WHYDX performance across multiple time periods: 1-month 0.40%, YTD -2.94%, 1-year -2.53%, 3-year 2.07%, 5-year 0.91%, 10-year 3.03%.

WHYDX returns trail the peer average of -1.17% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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