WITAX Mutual Fund

WITAX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+3.20%
3 Months
+0.11%
6 Months
+0.05%
YTD
+1.31%
1 Year
+2.04%
3 Years (annualized)
+5.48%
5 Years (annualized)
+0.80%

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)
+1.31%
Peer Avg (YTD)
-0.87%
vs Peers
+2.18%

WITAX Mutual Fund Performance

WITAX performance across multiple time periods: 1-month 3.20%, YTD 1.31%, 1-year 2.04%, 3-year 5.48%, 5-year 0.80%.

WITAX returns outperform the peer average of -0.87% 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.