WEMMX Mutual Fund

WEMMX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
-1.23%
3 Months
-3.59%
6 Months
+4.77%
YTD
+20.38%
1 Year
+25.90%
3 Years (annualized)
+18.52%
5 Years (annualized)
+6.60%
10 Years (annualized)
+9.05%

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
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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
Dow Jones US Micro-Cap Total Stock Market Index(DWMI)
This Mutual Fund (YTD)
+20.38%
Peer Avg (YTD)
+12.21%
vs Peers
+8.17%

WEMMX Mutual Fund Performance

WEMMX performance across multiple time periods: 1-month -1.23%, YTD 20.38%, 1-year 25.90%, 3-year 18.52%, 5-year 6.60%, 10-year 9.05%.

WEMMX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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