WMRIX Mutual Fund

WMRIX Mutual Fund

NAV$17.23
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Returns Overview

1 Month
+4.47%
3 Months
-1.24%
6 Months
+9.09%
YTD
+16.30%
1 Year
+24.44%
3 Years (annualized)
+11.16%
5 Years (annualized)
+5.83%
10 Years (annualized)
+5.64%

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
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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)
+16.30%
Peer Avg (YTD)
+5.79%
vs Peers
+10.51%

WMRIX Mutual Fund Performance

WMRIX performance across multiple time periods: 1-month 4.47%, YTD 16.30%, 1-year 24.44%, 3-year 11.16%, 5-year 5.83%, 10-year 5.64%.

WMRIX returns outperform the peer average of 5.79% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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