WMLIX Mutual Fund

WMLIX Mutual Fund

NAV$36.49
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Returns Overview

1 Month
-0.70%
3 Months
+1.39%
6 Months
+5.54%
YTD
+11.00%
1 Year
+11.51%
3 Years (annualized)
+22.88%
5 Years (annualized)
+11.10%
10 Years (annualized)
+15.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMLIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+9.28%
vs Peers
+1.73%

WMLIX Mutual Fund Performance

WMLIX performance across multiple time periods: 1-month -0.70%, YTD 11.00%, 1-year 11.51%, 3-year 22.88%, 5-year 11.10%, 10-year 15.06%.

WMLIX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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