WMMRX Mutual Fund

WMMRX Mutual Fund

NAV$16.65
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Returns Overview

1 Month
+4.37%
3 Months
-1.33%
6 Months
+8.95%
YTD
+16.07%
1 Year
+24.10%
3 Years (annualized)
+10.87%
5 Years (annualized)
+5.55%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMMRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.07%
Peer Avg (YTD)
+5.79%
vs Peers
+10.27%

WMMRX Mutual Fund Performance

WMMRX performance across multiple time periods: 1-month 4.37%, YTD 16.07%, 1-year 24.10%, 3-year 10.87%, 5-year 5.55%, 10-year 5.37%.

WMMRX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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