WMSAX Mutual Fund

NAV$19.09

Returns Overview

1 Month
+0.37%
3 Months
+1.80%
6 Months
+2.48%
YTD
+2.42%
1 Year
+9.06%
3 Years (annualized)
-0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMSAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+4.80%
vs Peers
-2.38%

WMSAX Mutual Fund Performance

WMSAX performance across multiple time periods: 1-month 0.37%, YTD 2.42%, 1-year 9.06%, 3-year -0.70%.

WMSAX returns trail the peer average of 4.80% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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