WMKGX Mutual Fund

WMKGX Mutual Fund

NAV$25.39
See how much of WMKGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.28%
3 Months
+6.35%
6 Months
+11.61%
YTD
+11.96%
1 Year
+24.33%
3 Years (annualized)
+18.71%
5 Years (annualized)
+10.49%
10 Years (annualized)
+13.83%

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
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)
+11.96%
Peer Avg (YTD)
+6.23%
vs Peers
+5.73%

WMKGX Mutual Fund Performance

WMKGX performance across multiple time periods: 1-month 0.28%, YTD 11.96%, 1-year 24.33%, 3-year 18.71%, 5-year 10.49%, 10-year 13.83%.

WMKGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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