WMRIX Mutual Fund

NAV$16.83

Returns Overview

1 Month
-3.60%
3 Months
+0.47%
6 Months
+11.48%
YTD
+11.33%
1 Year
+18.13%
3 Years (annualized)
+11.25%
5 Years (annualized)
+5.34%
10 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMRIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+5.93%
vs Peers
+5.39%

WMRIX Mutual Fund Performance

WMRIX performance across multiple time periods: 1-month -3.60%, YTD 11.33%, 1-year 18.13%, 3-year 11.25%, 5-year 5.34%, 10-year 5.47%.

WMRIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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