WAMCX Mutual Fund

WAMCX Mutual Fund

NAV$37.68
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Returns Overview

1 Month
-4.77%
3 Months
+11.78%
6 Months
+10.01%
YTD
+10.11%
1 Year
+20.86%
3 Years (annualized)
+5.35%
5 Years (annualized)
-4.11%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAMCX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+15.31%
vs Peers
-5.20%

WAMCX Mutual Fund Performance

WAMCX performance across multiple time periods: 1-month -4.77%, YTD 10.11%, 1-year 20.86%, 3-year 5.35%, 5-year -4.11%, 10-year 12.07%.

WAMCX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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