WMKMX Mutual Fund

WMKMX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
-0.28%
3 Months
-2.08%
6 Months
-3.22%
YTD
-1.21%
1 Year
+3.50%
3 Years (annualized)
+2.51%
5 Years (annualized)
-0.39%
10 Years (annualized)
+0.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMKMX 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
Bloomberg Municipal Bond Total Return Index
This Mutual Fund (YTD)
-1.21%
Peer Avg (YTD)
+0.15%
vs Peers
-1.36%

WMKMX Mutual Fund Performance

WMKMX performance across multiple time periods: 1-month -0.28%, YTD -1.21%, 1-year 3.50%, 3-year 2.51%, 5-year -0.39%, 10-year 0.24%.

WMKMX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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