WMICX Mutual Fund

WMICX Mutual Fund

NAV$10.15
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Returns Overview

1 Month
-8.04%
3 Months
+4.46%
6 Months
+7.79%
YTD
+14.04%
1 Year
+26.51%
3 Years (annualized)
+12.67%
5 Years (annualized)
-0.07%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMICX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+14.04%
Peer Avg (YTD)
+15.31%
vs Peers
-1.27%

WMICX Mutual Fund Performance

WMICX performance across multiple time periods: 1-month -8.04%, YTD 14.04%, 1-year 26.51%, 3-year 12.67%, 5-year -0.07%, 10-year 13.86%.

WMICX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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