WAMCX Mutual Fund

WAMCX Mutual Fund

NAV$35.33
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Returns Overview

1 Month
+1.38%
3 Months
+4.88%
6 Months
+11.57%
YTD
+11.63%
1 Year
+23.13%
3 Years (annualized)
+8.47%
5 Years (annualized)
-4.32%
10 Years (annualized)
+11.94%

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)
+11.63%
Peer Avg (YTD)
+15.20%
vs Peers
-3.56%

WAMCX Mutual Fund Performance

WAMCX performance across multiple time periods: 1-month 1.38%, YTD 11.63%, 1-year 23.13%, 3-year 8.47%, 5-year -4.32%, 10-year 11.94%.

WAMCX returns trail the peer average of 15.20% 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.