WMLIX Mutual Fund

WMLIX Mutual Fund

NAV$37.73
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Returns Overview

1 Month
-0.66%
3 Months
+1.75%
6 Months
+17.05%
YTD
+11.79%
1 Year
+14.69%
3 Years (annualized)
+20.47%
5 Years (annualized)
+11.87%
10 Years (annualized)
+14.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMLIX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+9.91%
vs Peers
+1.88%

WMLIX Mutual Fund Performance

WMLIX performance across multiple time periods: 1-month -0.66%, YTD 11.79%, 1-year 14.69%, 3-year 20.47%, 5-year 11.87%, 10-year 14.99%.

WMLIX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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