WNYIX Mutual Fund

WNYIX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+3.08%
3 Months
-0.72%
6 Months
-1.50%
YTD
-1.13%
1 Year
-0.55%
3 Years (annualized)
+3.75%
5 Years (annualized)
+0.36%
10 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WNYIX 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
PROUpgrade to run
🏦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)
-1.13%
Peer Avg (YTD)
-0.87%
vs Peers
-0.27%

WNYIX Mutual Fund Performance

WNYIX performance across multiple time periods: 1-month 3.08%, YTD -1.13%, 1-year -0.55%, 3-year 3.75%, 5-year 0.36%, 10-year 1.15%.

WNYIX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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