WTRXX Mutual Fund

WTRXX Mutual Fund

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Returns Overview

3 Months
+0.58%
6 Months
+1.45%
YTD
+2.92%
1 Year
+3.25%
3 Years (annualized)
+4.19%
5 Years (annualized)
+3.55%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTRXX 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 Barclays US Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+2.21%
vs Peers
+0.70%

WTRXX Mutual Fund Performance

WTRXX performance across multiple time periods: YTD 2.92%, 1-year 3.25%, 3-year 4.19%, 5-year 3.55%, 10-year 2.11%.

WTRXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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