WHYCX Mutual Fund

WHYCX Mutual Fund

NAV$8.87
See how much of WHYCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.44%
3 Months
-6.60%
6 Months
-3.43%
YTD
-3.22%
1 Year
-1.35%
3 Years (annualized)
+3.67%
5 Years (annualized)
-0.29%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHYCX 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 High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-3.22%
Peer Avg (YTD)
-3.82%
vs Peers
+0.61%

WHYCX Mutual Fund Performance

WHYCX performance across multiple time periods: 1-month -4.44%, YTD -3.22%, 1-year -1.35%, 3-year 3.67%, 5-year -0.29%, 10-year 1.68%.

WHYCX returns outperform the peer average of -3.82% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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