WASMX Mutual Fund

WASMX Mutual Fund

NAV$27.80
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Returns Overview

1 Month
+5.55%
3 Months
+3.16%
6 Months
+13.22%
YTD
+12.02%
1 Year
+15.84%
3 Years (annualized)
+13.90%
5 Years (annualized)
+4.98%
10 Years (annualized)
+10.33%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+8.01%
vs Peers
+4.01%

WASMX Mutual Fund Performance

WASMX performance across multiple time periods: 1-month 5.55%, YTD 12.02%, 1-year 15.84%, 3-year 13.90%, 5-year 4.98%, 10-year 10.33%.

WASMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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