WTAXX Mutual Fund

WTAXX Mutual Fund

NAV$1.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.25%
3 Months
+0.76%
6 Months
+1.50%
YTD
+1.50%
1 Year
+3.30%
3 Years (annualized)
+4.01%
5 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTAXX 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
iMoneyNet Treasury & Repo RetaIl Average Index(^IMNTRRAVG)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+1.70%
vs Peers
-0.20%

WTAXX Mutual Fund Performance

WTAXX performance across multiple time periods: 1-month 0.25%, YTD 1.50%, 1-year 3.30%, 3-year 4.01%, 5-year 3.06%.

WTAXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

WTAXX performance comparison shows side-by-side returns with another fund. WTAXX alternatives are available in the Mutual Fund Screener.