WAYCX Mutual Fund

NAV$6.86

Returns Overview

1 Month
+0.27%
3 Months
+2.11%
6 Months
+2.08%
YTD
+2.08%
1 Year
+6.02%
3 Years (annualized)
+7.90%
5 Years (annualized)
+2.48%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAYCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays Capital US Corporate High Yield 2% Issuer Capped Bond Index(^BCUSCHYCB)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+3.23%
vs Peers
-1.15%

WAYCX Mutual Fund Performance

WAYCX performance across multiple time periods: 1-month 0.27%, YTD 2.08%, 1-year 6.02%, 3-year 7.90%, 5-year 2.48%, 10-year 4.15%.

WAYCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

WAYCX performance comparison shows side-by-side returns with another fund. WAYCX alternatives are available in the Mutual Fund Screener.