WTTAX Mutual Fund

WTTAX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
+3.19%
3 Months
+0.08%
6 Months
+0.08%
YTD
+1.19%
1 Year
+1.90%
3 Years (annualized)
+5.33%
5 Years (annualized)
+0.66%

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
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 1-15 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
-0.87%
vs Peers
+2.05%

WTTAX Mutual Fund Performance

WTTAX performance across multiple time periods: 1-month 3.19%, YTD 1.19%, 1-year 1.90%, 3-year 5.33%, 5-year 0.66%.

WTTAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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