WMICX Mutual Fund

NAV$10.20

Returns Overview

1 Month
+9.08%
3 Months
+27.41%
6 Months
+23.30%
YTD
+24.01%
1 Year
+37.58%
3 Years (annualized)
+17.48%
5 Years (annualized)
+0.91%
10 Years (annualized)
+15.35%

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
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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+24.01%
Peer Avg (YTD)
+18.52%
vs Peers
+5.49%

WMICX Mutual Fund Performance

WMICX performance across multiple time periods: 1-month 9.08%, YTD 24.01%, 1-year 37.58%, 3-year 17.48%, 5-year 0.91%, 10-year 15.35%.

WMICX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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