WEMMX Mutual Fund

WEMMX Mutual Fund

NAV$17.41
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Returns Overview

1 Month
-2.36%
3 Months
-7.35%
6 Months
+14.62%
YTD
+21.88%
1 Year
+22.91%
3 Years (annualized)
+15.35%
5 Years (annualized)
+7.21%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEMMX 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
Dow Jones US Micro-Cap Total Stock Market Index(DWMI)
This Mutual Fund (YTD)
+21.88%
Peer Avg (YTD)
+10.34%
vs Peers
+11.54%

WEMMX Mutual Fund Performance

WEMMX performance across multiple time periods: 1-month -2.36%, YTD 21.88%, 1-year 22.91%, 3-year 15.35%, 5-year 7.21%, 10-year 9.12%.

WEMMX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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