WMIDX Mutual Fund

WMIDX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
-4.85%
3 Months
-6.47%
6 Months
+2.06%
YTD
+1.38%
1 Year
+0.71%
3 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMIDX 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 Midcap Value Index
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+7.55%
vs Peers
-6.17%

WMIDX Mutual Fund Performance

WMIDX performance across multiple time periods: 1-month -4.85%, YTD 1.38%, 1-year 0.71%, 3-year 6.91%.

WMIDX returns trail the peer average of 7.55% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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