WEMMX Mutual Fund

NAV$18.73

Returns Overview

1 Month
+9.96%
3 Months
+23.74%
6 Months
+32.09%
YTD
+31.58%
1 Year
+43.68%
3 Years (annualized)
+17.80%
5 Years (annualized)
+5.52%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEMMX 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
Dow Jones US Micro-Cap Total Stock Market Index(DWMI)
This Mutual Fund (YTD)
+31.58%
Peer Avg (YTD)
+18.52%
vs Peers
+13.05%

WEMMX Mutual Fund Performance

WEMMX performance across multiple time periods: 1-month 9.96%, YTD 31.58%, 1-year 43.68%, 3-year 17.80%, 5-year 5.52%, 10-year 9.02%.

WEMMX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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