WMKMX Mutual Fund

WMKMX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
+0.60%
3 Months
+2.14%
6 Months
+1.50%
YTD
+1.50%
1 Year
+6.87%
3 Years (annualized)
+2.82%
5 Years (annualized)
+0.23%
10 Years (annualized)
+0.52%

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
PROUpgrade to run
🏦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)
+1.50%
Peer Avg (YTD)
+1.79%
vs Peers
-0.29%

WMKMX Mutual Fund Performance

WMKMX performance across multiple time periods: 1-month 0.60%, YTD 1.50%, 1-year 6.87%, 3-year 2.82%, 5-year 0.23%, 10-year 0.52%.

WMKMX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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