WITAX Mutual Fund

WITAX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-0.09%
3 Months
-0.63%
6 Months
-0.67%
YTD
+1.10%
1 Year
+4.15%
3 Years (annualized)
+4.54%
5 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WITAX 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 1-15 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+0.15%
vs Peers
+0.95%

WITAX Mutual Fund Performance

WITAX performance across multiple time periods: 1-month -0.09%, YTD 1.10%, 1-year 4.15%, 3-year 4.54%, 5-year 0.63%.

WITAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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