EWHYX Mutual Fund

EWHYX Mutual Fund

NAV$7.56
See how much of EWHYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.94%
3 Months
-6.78%
6 Months
-3.32%
YTD
-2.66%
1 Year
-0.67%
3 Years (annualized)
+5.58%
5 Years (annualized)
+1.45%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EWHYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-2.66%
Peer Avg (YTD)
-3.84%
vs Peers
+1.18%

EWHYX Mutual Fund Performance

EWHYX performance across multiple time periods: 1-month -4.94%, YTD -2.66%, 1-year -0.67%, 3-year 5.58%, 5-year 1.45%, 10-year 2.85%.

EWHYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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