WWSMX Mutual Fund

WWSMX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
-5.88%
3 Months
-9.40%
6 Months
+1.34%
YTD
+5.76%
1 Year
+7.27%
3 Years (annualized)
+13.77%
5 Years (annualized)
+8.24%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWSMX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.76%
Peer Avg (YTD)
+6.72%
vs Peers
-0.96%

WWSMX Mutual Fund Performance

WWSMX performance across multiple time periods: 1-month -5.88%, YTD 5.76%, 1-year 7.27%, 3-year 13.77%, 5-year 8.24%, 10-year 9.84%.

WWSMX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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