WTAXX Mutual Fund

WTAXX Mutual Fund

NAV$1.00
See how much of WTAXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
+0.78%
6 Months
+1.54%
YTD
+2.30%
1 Year
+3.17%
3 Years (annualized)
+3.91%
5 Years (annualized)
+3.17%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTAXX 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
iMoneyNet Treasury & Repo RetaIl Average Index(^IMNTRRAVG)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+2.35%
vs Peers
-0.05%

WTAXX Mutual Fund Performance

WTAXX performance across multiple time periods: 1-month 0.26%, YTD 2.30%, 1-year 3.17%, 3-year 3.91%, 5-year 3.17%, 10-year 1.93%.

WTAXX returns trail the peer average of 2.35% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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