WAMCX Mutual Fund

NAV$38.74

Returns Overview

1 Month
+8.63%
3 Months
+26.67%
6 Months
+16.12%
YTD
+15.63%
1 Year
+25.27%
3 Years (annualized)
+8.86%
5 Years (annualized)
-3.55%
10 Years (annualized)
+13.34%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.63%
Peer Avg (YTD)
+18.52%
vs Peers
-2.89%

WAMCX Mutual Fund Performance

WAMCX performance across multiple time periods: 1-month 8.63%, YTD 15.63%, 1-year 25.27%, 3-year 8.86%, 5-year -3.55%, 10-year 13.34%.

WAMCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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