WTLTX Mutual Fund

WTLTX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-0.21%
3 Months
+0.36%
6 Months
+0.81%
YTD
+1.16%
1 Year
+4.53%
3 Years (annualized)
+6.81%
5 Years (annualized)
+3.29%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTLTX 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
Bloomberg US High Yield 2% Issuer Capped Index
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+0.12%
vs Peers
+1.04%

WTLTX Mutual Fund Performance

WTLTX performance across multiple time periods: 1-month -0.21%, YTD 1.16%, 1-year 4.53%, 3-year 6.81%, 5-year 3.29%, 10-year 4.45%.

WTLTX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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