WASMX Mutual Fund

NAV$27.42

Returns Overview

1 Month
+5.24%
3 Months
+11.49%
6 Months
+6.37%
YTD
+5.89%
1 Year
+8.42%
3 Years (annualized)
+8.94%
5 Years (annualized)
+5.26%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WASMX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+10.82%
vs Peers
-4.93%

WASMX Mutual Fund Performance

WASMX performance across multiple time periods: 1-month 5.24%, YTD 5.89%, 1-year 8.42%, 3-year 8.94%, 5-year 5.26%, 10-year 9.93%.

WASMX 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.

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