WMKGX Mutual Fund

WMKGX Mutual Fund

NAV$26.23
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Returns Overview

1 Month
+3.31%
3 Months
+2.40%
6 Months
+17.63%
YTD
+15.67%
1 Year
+25.69%
3 Years (annualized)
+22.57%
5 Years (annualized)
+11.70%
10 Years (annualized)
+14.71%

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)
+15.67%
Peer Avg (YTD)
+8.51%
vs Peers
+7.16%

WMKGX Mutual Fund Performance

WMKGX performance across multiple time periods: 1-month 3.31%, YTD 15.67%, 1-year 25.69%, 3-year 22.57%, 5-year 11.70%, 10-year 14.71%.

WMKGX returns outperform the peer average of 8.51% 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.