WMKTX Mutual Fund

WMKTX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-3.50%
3 Months
-1.29%
6 Months
+3.44%
YTD
+4.41%
1 Year
+7.50%
3 Years (annualized)
+11.71%
5 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMKTX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+4.41%
Peer Avg (YTD)
+5.22%
vs Peers
-0.82%

WMKTX Mutual Fund Performance

WMKTX performance across multiple time periods: 1-month -3.50%, YTD 4.41%, 1-year 7.50%, 3-year 11.71%, 5-year 5.15%.

WMKTX returns trail the peer average of 5.22% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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