WTTAX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+0.64%
3 Months
+1.92%
6 Months
+2.45%
YTD
+2.34%
1 Year
+6.21%
3 Years (annualized)
+4.68%
5 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTTAX 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
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📉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

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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 1-15 Year Municipal Bond Index
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+1.79%
vs Peers
+0.56%

WTTAX Mutual Fund Performance

WTTAX performance across multiple time periods: 1-month 0.64%, YTD 2.34%, 1-year 6.21%, 3-year 4.68%, 5-year 0.85%.

WTTAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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