WNYIX Mutual Fund

WNYIX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
-0.01%
3 Months
-1.01%
6 Months
-2.27%
YTD
-0.44%
1 Year
+2.39%
3 Years (annualized)
+2.74%
5 Years (annualized)
+0.24%
10 Years (annualized)
+1.09%

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)
-0.44%
Peer Avg (YTD)
+0.15%
vs Peers
-0.59%

WNYIX Mutual Fund Performance

WNYIX performance across multiple time periods: 1-month -0.01%, YTD -0.44%, 1-year 2.39%, 3-year 2.74%, 5-year 0.24%, 10-year 1.09%.

WNYIX returns trail the peer average of 0.15% 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.