WHIAX Mutual Fund

WHIAX Mutual Fund

NAV$5.47
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Returns Overview

1 Month
-3.55%
3 Months
-3.08%
6 Months
-1.89%
YTD
-3.82%
1 Year
-2.59%
3 Years (annualized)
+5.29%
5 Years (annualized)
+2.35%
10 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHIAX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-3.82%
Peer Avg (YTD)
+0.50%
vs Peers
-4.32%

WHIAX Mutual Fund Performance

WHIAX performance across multiple time periods: 1-month -3.55%, YTD -3.82%, 1-year -2.59%, 3-year 5.29%, 5-year 2.35%, 10-year 4.28%.

WHIAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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