WNYAX Mutual Fund

WNYAX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-0.13%
3 Months
-1.07%
6 Months
-2.50%
YTD
-0.60%
1 Year
+2.03%
3 Years (annualized)
+2.45%
5 Years (annualized)
-0.03%
10 Years (annualized)
+0.84%

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)
-0.60%
Peer Avg (YTD)
+0.15%
vs Peers
-0.75%

WNYAX Mutual Fund Performance

WNYAX performance across multiple time periods: 1-month -0.13%, YTD -0.60%, 1-year 2.03%, 3-year 2.45%, 5-year -0.03%, 10-year 0.84%.

WNYAX returns trail the peer average of 0.15% 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.