WWTFX Mutual Fund

WWTFX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-4.47%
3 Months
-6.14%
6 Months
-4.23%
YTD
-4.24%
1 Year
-3.02%
3 Years (annualized)
+3.74%
5 Years (annualized)
+0.82%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWTFX 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 Wisconsin Municipal Bond Index
This Mutual Fund (YTD)
-4.24%
Peer Avg (YTD)
-3.82%
vs Peers
-0.41%

WWTFX Mutual Fund Performance

WWTFX performance across multiple time periods: 1-month -4.47%, YTD -4.24%, 1-year -3.02%, 3-year 3.74%, 5-year 0.82%, 10-year 1.75%.

WWTFX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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