WMMCX Mutual Fund

WMMCX Mutual Fund

NAV$13.70
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Returns Overview

1 Month
-5.16%
3 Months
+8.45%
6 Months
+16.41%
YTD
+24.34%
1 Year
+33.35%
3 Years (annualized)
+13.46%
5 Years (annualized)
+6.55%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMMCX 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
Dow Jones US Micro-Cap Total Stock Market Index(DWMI)
This Mutual Fund (YTD)
+24.34%
Peer Avg (YTD)
+15.31%
vs Peers
+9.03%

WMMCX Mutual Fund Performance

WMMCX performance across multiple time periods: 1-month -5.16%, YTD 24.34%, 1-year 33.35%, 3-year 13.46%, 5-year 6.55%, 10-year 8.46%.

WMMCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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