WSMRX Mutual Fund

WSMRX Mutual Fund

NAV$30.52
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Returns Overview

1 Month
-3.38%
3 Months
-4.90%
6 Months
+12.11%
YTD
+8.38%
1 Year
+11.82%
3 Years (annualized)
+10.79%
5 Years (annualized)
+2.68%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMRX 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
-1.97%

WSMRX Mutual Fund Performance

WSMRX performance across multiple time periods: 1-month -3.38%, YTD 8.38%, 1-year 11.82%, 3-year 10.79%, 5-year 2.68%, 10-year 10.42%.

WSMRX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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