WTABX Mutual Fund

WTABX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
-3.62%
3 Months
-4.92%
6 Months
-3.48%
YTD
-3.91%
1 Year
-2.70%
3 Years (annualized)
+2.92%
5 Years (annualized)
+0.22%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTABX 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
S&P Intermediate Term New York AMT-Free Municipal Bond Index(^SPITNAMBI)
This Mutual Fund (YTD)
-3.91%
Peer Avg (YTD)
-3.84%
vs Peers
-0.07%

WTABX Mutual Fund Performance

WTABX performance across multiple time periods: 1-month -3.62%, YTD -3.91%, 1-year -2.70%, 3-year 2.92%, 5-year 0.22%, 10-year 1.13%.

WTABX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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