WTLTX Mutual Fund

WTLTX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
+0.23%
3 Months
+0.59%
6 Months
-1.22%
YTD
+1.75%
1 Year
+4.19%
3 Years (annualized)
+3.41%
5 Years (annualized)
+1.16%
10 Years (annualized)
+2.49%

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
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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
Bloomberg US High Yield 2% Issuer Capped Index
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+2.15%
vs Peers
-0.40%

WTLTX Mutual Fund Performance

WTLTX performance across multiple time periods: 1-month 0.23%, YTD 1.75%, 1-year 4.19%, 3-year 3.41%, 5-year 1.16%, 10-year 2.49%.

WTLTX returns trail the peer average of 2.15% 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.