WTMF ETF

$41.29

Returns Overview

1 Month
-1.40%
3 Months
+2.89%
6 Months
+6.63%
YTD
+6.51%
1 Year
+18.61%
3 Years (annualized)
+9.24%
5 Years (annualized)
+5.77%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WTMF 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+6.51%
Peer Avg (YTD)
+12.13%
vs Peers
-5.63%

WTMF ETF Performance

WTMF performance across multiple time periods: 1-month -1.40%, YTD 6.51%, 1-year 18.61%, 3-year 9.24%, 5-year 5.77%, 10-year 2.79%.

WTMF returns trail the peer average of 12.13% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this ETF.

WTMF performance comparison shows side-by-side returns with another fund. WTMF alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.40%N/A
3 Months+2.89%N/A
6 Months+6.63%N/A
1 Year+18.61%N/A
3 Years+9.24%N/A
5 Years+5.77%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized