WAMFX Mutual Fund

WAMFX Mutual Fund

NAV$24.65
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Returns Overview

1 Month
-3.90%
3 Months
+1.57%
6 Months
+9.32%
YTD
+6.03%
1 Year
+6.43%
3 Years (annualized)
+10.59%
5 Years (annualized)
+6.81%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAMFX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+6.72%
vs Peers
-0.70%

WAMFX Mutual Fund Performance

WAMFX performance across multiple time periods: 1-month -3.90%, YTD 6.03%, 1-year 6.43%, 3-year 10.59%, 5-year 6.81%, 10-year 10.39%.

WAMFX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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