WHYIX Mutual Fund

NAV$9.36

Returns Overview

1 Month
+1.33%
3 Months
+3.54%
6 Months
+4.02%
YTD
+4.02%
1 Year
+8.99%
3 Years (annualized)
+5.07%
5 Years (annualized)
+1.34%
10 Years (annualized)
+2.98%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+4.02%
Peer Avg (YTD)
+1.79%
vs Peers
+2.23%

WHYIX Mutual Fund Performance

WHYIX performance across multiple time periods: 1-month 1.33%, YTD 4.02%, 1-year 8.99%, 3-year 5.07%, 5-year 1.34%, 10-year 2.98%.

WHYIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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