WMMAX Mutual Fund

WMMAX Mutual Fund

NAV$17.58
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Returns Overview

1 Month
+9.96%
3 Months
+23.73%
6 Months
+32.09%
YTD
+31.58%
1 Year
+43.66%
3 Years (annualized)
+17.80%
5 Years (annualized)
+5.52%
10 Years (annualized)
+11.46%

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)
+31.58%
Peer Avg (YTD)
+18.52%
vs Peers
+13.05%

WMMAX Mutual Fund Performance

WMMAX performance across multiple time periods: 1-month 9.96%, YTD 31.58%, 1-year 43.66%, 3-year 17.80%, 5-year 5.52%, 10-year 11.46%.

WMMAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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