WHIAX Mutual Fund

WHIAX Mutual Fund

NAV$5.45
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Returns Overview

1 Month
+0.36%
3 Months
-2.37%
6 Months
-3.08%
YTD
-3.47%
1 Year
-2.24%
3 Years (annualized)
+5.40%
5 Years (annualized)
+1.58%
10 Years (annualized)
+3.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WHIAX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-3.47%
Peer Avg (YTD)
+0.72%
vs Peers
-4.19%

WHIAX Mutual Fund Performance

WHIAX performance across multiple time periods: 1-month 0.36%, YTD -3.47%, 1-year -2.24%, 3-year 5.40%, 5-year 1.58%, 10-year 3.71%.

WHIAX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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