WTAIX Mutual Fund

WTAIX Mutual Fund

NAV$12.30
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Returns Overview

1 Month
+3.48%
3 Months
-0.11%
6 Months
-0.86%
YTD
-0.39%
1 Year
+0.06%
3 Years (annualized)
+4.29%
5 Years (annualized)
+0.70%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTAIX 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
PROUpgrade to run

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)
-0.39%
Peer Avg (YTD)
-0.87%
vs Peers
+0.48%

WTAIX Mutual Fund Performance

WTAIX performance across multiple time periods: 1-month 3.48%, YTD -0.39%, 1-year 0.06%, 3-year 4.29%, 5-year 0.70%, 10-year 1.43%.

WTAIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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