WMRIX Mutual Fund

WMRIX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
-3.28%
3 Months
+3.15%
6 Months
+3.63%
YTD
+14.83%
1 Year
+17.33%
3 Years (annualized)
+12.67%
5 Years (annualized)
+6.23%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMRIX 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)
+14.83%
Peer Avg (YTD)
+5.22%
vs Peers
+9.60%

WMRIX Mutual Fund Performance

WMRIX performance across multiple time periods: 1-month -3.28%, YTD 14.83%, 1-year 17.33%, 3-year 12.67%, 5-year 6.23%, 10-year 6.03%.

WMRIX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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