WMMAX Mutual Fund

WMMAX Mutual Fund

NAV$16.35
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Returns Overview

1 Month
-2.36%
3 Months
-7.38%
6 Months
+14.65%
YTD
+21.88%
1 Year
+22.93%
3 Years (annualized)
+15.36%
5 Years (annualized)
+7.19%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMMAX 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%

WMMAX Mutual Fund Performance

WMMAX performance across multiple time periods: 1-month -2.36%, YTD 21.88%, 1-year 22.93%, 3-year 15.36%, 5-year 7.19%, 10-year 8.99%.

WMMAX 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.

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