WMMAX Mutual Fund

WMMAX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-5.09%
3 Months
+8.66%
6 Months
+16.85%
YTD
+24.88%
1 Year
+34.35%
3 Years (annualized)
+14.33%
5 Years (annualized)
+7.35%
10 Years (annualized)
+9.16%

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)
+24.88%
Peer Avg (YTD)
+15.31%
vs Peers
+9.56%

WMMAX Mutual Fund Performance

WMMAX performance across multiple time periods: 1-month -5.09%, YTD 24.88%, 1-year 34.35%, 3-year 14.33%, 5-year 7.35%, 10-year 9.16%.

WMMAX returns outperform the peer average of 15.31% 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.