WMNIX Mutual Fund

WMNIX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-0.76%
3 Months
-0.76%
6 Months
+1.96%
YTD
+3.46%
1 Year
+4.64%
3 Years (annualized)
+7.11%
5 Years (annualized)
+4.82%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMNIX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+5.40%
vs Peers
-1.94%

WMNIX Mutual Fund Performance

WMNIX performance across multiple time periods: 1-month -0.76%, YTD 3.46%, 1-year 4.64%, 3-year 7.11%, 5-year 4.82%, 10-year 4.32%.

WMNIX returns trail the peer average of 5.40% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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