WMKTX Mutual Fund

NAV$13.81
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Returns Overview

1 Month
-0.73%
3 Months
+4.79%
6 Months
+6.18%
YTD
+5.77%
1 Year
+15.77%
3 Years (annualized)
+11.00%
5 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMKTX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+5.93%
vs Peers
-0.17%

WMKTX Mutual Fund Performance

WMKTX performance across multiple time periods: 1-month -0.73%, YTD 5.77%, 1-year 15.77%, 3-year 11.00%, 5-year 5.07%.

WMKTX returns trail the peer average of 5.93% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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