WTMVX Mutual Fund

WTMVX Mutual Fund

NAV$13.80
See how much of WTMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.55%
3 Months
+3.78%
6 Months
+13.11%
YTD
+15.98%
1 Year
+17.82%
3 Years (annualized)
+12.23%
5 Years (annualized)
+6.52%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTMVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.98%
Peer Avg (YTD)
+12.44%
vs Peers
+3.54%

WTMVX Mutual Fund Performance

WTMVX performance across multiple time periods: 1-month 1.55%, YTD 15.98%, 1-year 17.82%, 3-year 12.23%, 5-year 6.52%, 10-year 7.78%.

WTMVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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