WNYAX Mutual Fund

WNYAX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
+0.38%
3 Months
+1.25%
6 Months
+0.86%
YTD
+0.86%
1 Year
+4.43%
3 Years (annualized)
+2.69%
5 Years (annualized)
+0.32%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WNYAX 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
S&P Intermediate Term New York AMT-Free Municipal Bond Index(^SPITNAMBI)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+1.79%
vs Peers
-0.93%

WNYAX Mutual Fund Performance

WNYAX performance across multiple time periods: 1-month 0.38%, YTD 0.86%, 1-year 4.43%, 3-year 2.69%, 5-year 0.32%, 10-year 0.98%.

WNYAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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