WAMFX Mutual Fund

NAV$25.07
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Returns Overview

1 Month
+3.06%
3 Months
+7.63%
6 Months
+4.90%
YTD
+4.39%
1 Year
+8.90%
3 Years (annualized)
+8.95%
5 Years (annualized)
+6.57%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAMFX 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
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📉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

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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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+10.82%
vs Peers
-6.43%

WAMFX Mutual Fund Performance

WAMFX performance across multiple time periods: 1-month 3.06%, YTD 4.39%, 1-year 8.90%, 3-year 8.95%, 5-year 6.57%, 10-year 10.09%.

WAMFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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