WMKSX Mutual Fund

WMKSX Mutual Fund

NAV$17.44
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Returns Overview

1 Month
-4.61%
3 Months
+4.95%
6 Months
+12.71%
YTD
+18.23%
1 Year
+27.29%
3 Years (annualized)
+21.24%
5 Years (annualized)
+11.25%
10 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMKSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.23%
Peer Avg (YTD)
+15.31%
vs Peers
+2.92%

WMKSX Mutual Fund Performance

WMKSX performance across multiple time periods: 1-month -4.61%, YTD 18.23%, 1-year 27.29%, 3-year 21.24%, 5-year 11.25%, 10-year 13.28%.

WMKSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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