WSMVX Mutual Fund

WSMVX Mutual Fund

NAV$31.16
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Returns Overview

1 Month
-5.56%
3 Months
-5.24%
6 Months
+12.56%
YTD
+17.11%
1 Year
+21.58%
3 Years (annualized)
+17.83%
5 Years (annualized)
+10.60%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.11%
Peer Avg (YTD)
+10.34%
vs Peers
+6.77%

WSMVX Mutual Fund Performance

WSMVX performance across multiple time periods: 1-month -5.56%, YTD 17.11%, 1-year 21.58%, 3-year 17.83%, 5-year 10.60%, 10-year 9.37%.

WSMVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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