WMMCX Mutual Fund

WMMCX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
-1.31%
3 Months
-3.78%
6 Months
+4.36%
YTD
+19.65%
1 Year
+24.89%
3 Years (annualized)
+17.62%
5 Years (annualized)
+5.93%
10 Years (annualized)
+8.30%

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)
+19.65%
Peer Avg (YTD)
+12.21%
vs Peers
+7.44%

WMMCX Mutual Fund Performance

WMMCX performance across multiple time periods: 1-month -1.31%, YTD 19.65%, 1-year 24.89%, 3-year 17.62%, 5-year 5.93%, 10-year 8.30%.

WMMCX returns outperform the peer average of 12.21% 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.