WAYCX Mutual Fund

WAYCX Mutual Fund

NAV$6.60
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Returns Overview

1 Month
-2.39%
3 Months
-1.89%
6 Months
+0.17%
YTD
+0.15%
1 Year
+1.00%
3 Years (annualized)
+7.33%
5 Years (annualized)
+2.47%
10 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYCX 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
Barclays Capital US Corporate High Yield 2% Issuer Capped Bond Index(^BCUSCHYCB)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+0.50%
vs Peers
-0.35%

WAYCX Mutual Fund Performance

WAYCX performance across multiple time periods: 1-month -2.39%, YTD 0.15%, 1-year 1.00%, 3-year 7.33%, 5-year 2.47%, 10-year 3.77%.

WAYCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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