WILTX Mutual Fund

WILTX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
-0.32%
3 Months
+0.40%
6 Months
+0.78%
YTD
+1.15%
1 Year
+4.63%
3 Years (annualized)
+6.93%
5 Years (annualized)
+3.44%
10 Years (annualized)
+4.54%

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
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 US High Yield 2% Issuer Capped Index
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+0.12%
vs Peers
+1.03%

WILTX Mutual Fund Performance

WILTX performance across multiple time periods: 1-month -0.32%, YTD 1.15%, 1-year 4.63%, 3-year 6.93%, 5-year 3.44%, 10-year 4.54%.

WILTX returns outperform the peer average of 0.12% 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.