WMFFX Mutual Fund

WMFFX Mutual Fund

NAV$66.48
See how much of WMFFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.78%
3 Months
+3.88%
6 Months
+6.87%
YTD
+9.29%
1 Year
+14.61%
3 Years (annualized)
+18.21%
5 Years (annualized)
+12.29%
10 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMFFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+11.21%
vs Peers
-1.92%

WMFFX Mutual Fund Performance

WMFFX performance across multiple time periods: 1-month 0.78%, YTD 9.29%, 1-year 14.61%, 3-year 18.21%, 5-year 12.29%, 10-year 13.20%.

WMFFX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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