WMRIX Mutual Fund

WMRIX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
+2.11%
3 Months
+0.82%
6 Months
-0.42%
YTD
+17.26%
1 Year
+19.66%
3 Years (annualized)
+14.26%
5 Years (annualized)
+5.20%
10 Years (annualized)
+6.21%

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)
+17.26%
Peer Avg (YTD)
+5.74%
vs Peers
+11.52%

WMRIX Mutual Fund Performance

WMRIX performance across multiple time periods: 1-month 2.11%, YTD 17.26%, 1-year 19.66%, 3-year 14.26%, 5-year 5.20%, 10-year 6.21%.

WMRIX returns outperform the peer average of 5.74% YTD. With an expense ratio of 0.74%, 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.