WASMX Mutual Fund

WASMX Mutual Fund

NAV$26.52
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Returns Overview

1 Month
-3.82%
3 Months
+0.23%
6 Months
+11.75%
YTD
+6.13%
1 Year
+7.17%
3 Years (annualized)
+9.81%
5 Years (annualized)
+5.19%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASMX 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
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📉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 2500 Index(^R25I)
This Mutual Fund (YTD)
+6.13%
Peer Avg (YTD)
+6.72%
vs Peers
-0.59%

WASMX Mutual Fund Performance

WASMX performance across multiple time periods: 1-month -3.82%, YTD 6.13%, 1-year 7.17%, 3-year 9.81%, 5-year 5.19%, 10-year 9.82%.

WASMX 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.

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