WMMCX Mutual Fund

WMMCX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
-2.42%
3 Months
-7.57%
6 Months
+14.20%
YTD
+21.23%
1 Year
+21.99%
3 Years (annualized)
+14.49%
5 Years (annualized)
+4.00%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMMCX 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)
+21.23%
Peer Avg (YTD)
+10.34%
vs Peers
+10.89%

WMMCX Mutual Fund Performance

WMMCX performance across multiple time periods: 1-month -2.42%, YTD 21.23%, 1-year 21.99%, 3-year 14.49%, 5-year 4.00%, 10-year 7.07%.

WMMCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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