WTLTX Mutual Fund

NAV$8.89

Returns Overview

1 Month
+0.22%
3 Months
+1.71%
6 Months
+1.38%
YTD
+1.38%
1 Year
+4.90%
3 Years (annualized)
+7.33%
5 Years (annualized)
+3.43%
10 Years (annualized)
+4.62%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US High Yield 2% Issuer Capped Index
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+3.23%
vs Peers
-1.85%

WTLTX Mutual Fund Performance

WTLTX performance across multiple time periods: 1-month 0.22%, YTD 1.38%, 1-year 4.90%, 3-year 7.33%, 5-year 3.43%, 10-year 4.62%.

WTLTX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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