WMKMX Mutual Fund

WMKMX Mutual Fund

NAV$9.27
See how much of WMKMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.55%
3 Months
-8.07%
6 Months
-6.10%
YTD
-6.69%
1 Year
-5.00%
3 Years (annualized)
+2.51%
5 Years (annualized)
-0.39%
10 Years (annualized)
+0.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMKMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond Total Return Index
This Mutual Fund (YTD)
-6.69%
Peer Avg (YTD)
-3.82%
vs Peers
-2.87%

WMKMX Mutual Fund Performance

WMKMX performance across multiple time periods: 1-month -5.55%, YTD -6.69%, 1-year -5.00%, 3-year 2.51%, 5-year -0.39%, 10-year 0.24%.

WMKMX returns trail the peer average of -3.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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