WHYIX Mutual Fund

WHYIX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
+4.23%
3 Months
-0.79%
6 Months
-0.20%
YTD
+1.63%
1 Year
+2.34%
3 Years (annualized)
+6.60%
5 Years (annualized)
+1.00%
10 Years (annualized)
+2.82%

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
PROUpgrade to run
🏦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)
+1.63%
Peer Avg (YTD)
-0.87%
vs Peers
+2.50%

WHYIX Mutual Fund Performance

WHYIX performance across multiple time periods: 1-month 4.23%, YTD 1.63%, 1-year 2.34%, 3-year 6.60%, 5-year 1.00%, 10-year 2.82%.

WHYIX returns outperform the peer average of -0.87% 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.