WHYIX Mutual Fund

WHYIX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-4.36%
3 Months
-6.26%
6 Months
-2.94%
YTD
-2.49%
1 Year
-0.36%
3 Years (annualized)
+4.71%
5 Years (annualized)
+0.77%
10 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHYIX 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 High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-2.49%
Peer Avg (YTD)
-3.82%
vs Peers
+1.33%

WHYIX Mutual Fund Performance

WHYIX performance across multiple time periods: 1-month -4.36%, YTD -2.49%, 1-year -0.36%, 3-year 4.71%, 5-year 0.77%, 10-year 2.73%.

WHYIX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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