WTAIX Mutual Fund

WTAIX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
-1.45%
3 Months
-0.76%
6 Months
-1.22%
YTD
-0.29%
1 Year
+3.48%
3 Years (annualized)
+2.89%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.45%

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
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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)
-0.29%
Peer Avg (YTD)
+0.23%
vs Peers
-0.52%

WTAIX Mutual Fund Performance

WTAIX performance across multiple time periods: 1-month -1.45%, YTD -0.29%, 1-year 3.48%, 3-year 2.89%, 5-year 0.47%, 10-year 1.45%.

WTAIX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.49%, 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.