WWTFX Mutual Fund

WWTFX Mutual Fund

NAV$10.42
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Returns Overview

1 Month
+0.83%
3 Months
+2.04%
6 Months
+2.03%
YTD
+2.03%
1 Year
+6.54%
3 Years (annualized)
+3.95%
5 Years (annualized)
+1.28%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWTFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Wisconsin Municipal Bond Index
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+1.79%
vs Peers
+0.24%

WWTFX Mutual Fund Performance

WWTFX performance across multiple time periods: 1-month 0.83%, YTD 2.03%, 1-year 6.54%, 3-year 3.95%, 5-year 1.28%, 10-year 1.94%.

WWTFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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