WMLIX Mutual Fund

WMLIX Mutual Fund

NAV$37.38
See how much of WMLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.36%
3 Months
+4.09%
6 Months
+8.31%
YTD
+9.48%
1 Year
+18.60%
3 Years (annualized)
+18.64%
5 Years (annualized)
+11.88%
10 Years (annualized)
+14.69%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+9.41%
vs Peers
+0.07%

WMLIX Mutual Fund Performance

WMLIX performance across multiple time periods: 1-month -0.36%, YTD 9.48%, 1-year 18.60%, 3-year 18.64%, 5-year 11.88%, 10-year 14.69%.

WMLIX returns outperform the peer average of 9.41% 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.