WWTCX Mutual Fund

NAV$10.51

Returns Overview

1 Month
+0.67%
3 Months
+3.64%
6 Months
+3.91%
YTD
+2.93%
1 Year
+3.17%
3 Years (annualized)
+4.24%
5 Years (annualized)
+0.41%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWTCX 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 Wisconsin Municipal Bond Index
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+2.13%
vs Peers
+0.81%

WWTCX Mutual Fund Performance

WWTCX performance across multiple time periods: 1-month 0.67%, YTD 2.93%, 1-year 3.17%, 3-year 4.24%, 5-year 0.41%, 10-year 1.24%.

WWTCX returns outperform the peer average of 2.13% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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