WAYAX Mutual Fund

WAYAX Mutual Fund

NAV$6.61
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Returns Overview

1 Month
-0.38%
3 Months
-1.83%
6 Months
-1.40%
YTD
+0.22%
1 Year
+0.92%
3 Years (annualized)
+8.47%
5 Years (annualized)
+2.79%
10 Years (annualized)
+4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYAX 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
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🏦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
Barclays Capital US Corporate High Yield 2% Issuer Capped Bond Index(^BCUSCHYCB)
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+0.72%
vs Peers
-0.50%

WAYAX Mutual Fund Performance

WAYAX performance across multiple time periods: 1-month -0.38%, YTD 0.22%, 1-year 0.92%, 3-year 8.47%, 5-year 2.79%, 10-year 4.23%.

WAYAX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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