WMSIX Mutual Fund

NAV$19.11

Returns Overview

1 Month
+0.45%
3 Months
+1.88%
6 Months
+2.63%
YTD
+2.65%
1 Year
+9.44%
3 Years (annualized)
-0.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMSIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+4.80%
vs Peers
-2.15%

WMSIX Mutual Fund Performance

WMSIX performance across multiple time periods: 1-month 0.45%, YTD 2.65%, 1-year 9.44%, 3-year -0.37%.

WMSIX returns trail the peer average of 4.80% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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