WSMDX Mutual Fund

WSMDX Mutual Fund

NAV$30.35
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Returns Overview

1 Month
-3.37%
3 Months
-4.89%
6 Months
+12.14%
YTD
+8.38%
1 Year
+11.80%
3 Years (annualized)
+10.74%
5 Years (annualized)
+2.62%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMDX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+10.34%
vs Peers
-1.96%

WSMDX Mutual Fund Performance

WSMDX performance across multiple time periods: 1-month -3.37%, YTD 8.38%, 1-year 11.80%, 3-year 10.74%, 5-year 2.62%, 10-year 10.90%.

WSMDX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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