WMMRX Mutual Fund

WMMRX Mutual Fund

NAV$16.47
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Returns Overview

1 Month
-3.29%
3 Months
+3.08%
6 Months
+3.51%
YTD
+14.63%
1 Year
+17.11%
3 Years (annualized)
+12.40%
5 Years (annualized)
+5.97%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMMRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.63%
Peer Avg (YTD)
+5.22%
vs Peers
+9.41%

WMMRX Mutual Fund Performance

WMMRX performance across multiple time periods: 1-month -3.29%, YTD 14.63%, 1-year 17.11%, 3-year 12.40%, 5-year 5.97%, 10-year 5.77%.

WMMRX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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