WMMAX Mutual Fund

WMMAX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
-1.24%
3 Months
-3.59%
6 Months
+4.76%
YTD
+20.38%
1 Year
+25.89%
3 Years (annualized)
+18.50%
5 Years (annualized)
+6.59%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMMAX 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
Dow Jones US Micro-Cap Total Stock Market Index(DWMI)
This Mutual Fund (YTD)
+20.38%
Peer Avg (YTD)
+12.21%
vs Peers
+8.17%

WMMAX Mutual Fund Performance

WMMAX performance across multiple time periods: 1-month -1.24%, YTD 20.38%, 1-year 25.89%, 3-year 18.50%, 5-year 6.59%, 10-year 8.93%.

WMMAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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