WMOXX Mutual Fund

WMOXX Mutual Fund

NAV$1.00
See how much of WMOXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.58%
6 Months
+1.45%
YTD
+2.61%
1 Year
+3.23%
3 Years (annualized)
+4.18%
5 Years (annualized)
+3.59%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMOXX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+2.61%
Peer Avg (YTD)
+2.21%
vs Peers
+0.39%

WMOXX Mutual Fund Performance

WMOXX performance across multiple time periods: YTD 2.61%, 1-year 3.23%, 3-year 4.18%, 5-year 3.59%, 10-year 2.25%.

WMOXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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