WHYMX Mutual Fund

WHYMX Mutual Fund

NAV$8.88
See how much of WHYMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.38%
3 Months
-6.42%
6 Months
-3.07%
YTD
-2.67%
1 Year
-0.61%
3 Years (annualized)
+4.46%
5 Years (annualized)
+0.45%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHYMX 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)
-2.67%
Peer Avg (YTD)
-3.82%
vs Peers
+1.15%

WHYMX Mutual Fund Performance

WHYMX performance across multiple time periods: 1-month -4.38%, YTD -2.67%, 1-year -0.61%, 3-year 4.46%, 5-year 0.45%, 10-year 2.44%.

WHYMX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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