WILTX Mutual Fund

WILTX Mutual Fund

NAV$8.59
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Returns Overview

1 Month
+0.72%
3 Months
+0.64%
6 Months
+0.95%
YTD
+1.88%
1 Year
+4.40%
3 Years (annualized)
+7.23%
5 Years (annualized)
+3.44%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WILTX 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 US High Yield 2% Issuer Capped Index
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+2.15%
vs Peers
-0.28%

WILTX Mutual Fund Performance

WILTX performance across multiple time periods: 1-month 0.72%, YTD 1.88%, 1-year 4.40%, 3-year 7.23%, 5-year 3.44%, 10-year 4.43%.

WILTX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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