WMFDX Mutual Fund

NAV$9.65

Returns Overview

1 Month
+0.69%
3 Months
+2.07%
6 Months
+2.15%
YTD
+2.15%
1 Year
+6.23%
3 Years (annualized)
+3.40%
5 Years (annualized)
+0.87%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMFDX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+1.79%
vs Peers
+0.37%

WMFDX Mutual Fund Performance

WMFDX performance across multiple time periods: 1-month 0.69%, YTD 2.15%, 1-year 6.23%, 3-year 3.40%, 5-year 0.87%, 10-year 2.11%.

WMFDX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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