WMKGX Mutual Fund

WMKGX Mutual Fund

NAV$25.77
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Returns Overview

1 Month
-1.16%
3 Months
+19.41%
6 Months
+12.05%
YTD
+11.65%
1 Year
+27.93%
3 Years (annualized)
+21.98%
5 Years (annualized)
+11.93%
10 Years (annualized)
+14.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMKGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+8.97%
vs Peers
+2.68%

WMKGX Mutual Fund Performance

WMKGX performance across multiple time periods: 1-month -1.16%, YTD 11.65%, 1-year 27.93%, 3-year 21.98%, 5-year 11.93%, 10-year 14.72%.

WMKGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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