WMKTX Mutual Fund

WMKTX Mutual Fund

NAV$13.87
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Returns Overview

1 Month
-0.30%
3 Months
+0.52%
6 Months
+2.50%
YTD
+5.45%
1 Year
+14.96%
3 Years (annualized)
+10.23%
5 Years (annualized)
+4.88%

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
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 US Aggregate Index
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+5.79%
vs Peers
-0.34%

WMKTX Mutual Fund Performance

WMKTX performance across multiple time periods: 1-month -0.30%, YTD 5.45%, 1-year 14.96%, 3-year 10.23%, 5-year 4.88%.

WMKTX returns trail the peer average of 5.79% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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