WMKSX Mutual Fund

WMKSX Mutual Fund

NAV$16.27
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Returns Overview

1 Month
-4.72%
3 Months
-10.32%
6 Months
+8.14%
YTD
+11.16%
1 Year
+13.33%
3 Years (annualized)
+21.24%
5 Years (annualized)
+10.06%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMKSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.16%
Peer Avg (YTD)
+10.34%
vs Peers
+0.81%

WMKSX Mutual Fund Performance

WMKSX performance across multiple time periods: 1-month -4.72%, YTD 11.16%, 1-year 13.33%, 3-year 21.24%, 5-year 10.06%, 10-year 12.90%.

WMKSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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