WNYAX Mutual Fund

WNYAX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-1.32%
3 Months
-0.76%
6 Months
-1.43%
YTD
-0.47%
1 Year
+2.87%
3 Years (annualized)
+2.19%
5 Years (annualized)
+0.01%
10 Years (annualized)
+0.93%

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)
-0.47%
Peer Avg (YTD)
+0.23%
vs Peers
-0.70%

WNYAX Mutual Fund Performance

WNYAX performance across multiple time periods: 1-month -1.32%, YTD -0.47%, 1-year 2.87%, 3-year 2.19%, 5-year 0.01%, 10-year 0.93%.

WNYAX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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