WHYIX Mutual Fund

WHYIX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-1.52%
3 Months
+0.60%
6 Months
+1.80%
YTD
+2.44%
1 Year
+8.69%
3 Years (annualized)
+4.49%
5 Years (annualized)
+0.82%
10 Years (annualized)
+2.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHYIX 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)
+2.44%
Peer Avg (YTD)
+0.23%
vs Peers
+2.21%

WHYIX Mutual Fund Performance

WHYIX performance across multiple time periods: 1-month -1.52%, YTD 2.44%, 1-year 8.69%, 3-year 4.49%, 5-year 0.82%, 10-year 2.84%.

WHYIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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