WMSRX Mutual Fund

WMSRX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
+0.40%
3 Months
+1.89%
6 Months
+2.66%
YTD
+2.69%
1 Year
+9.50%
3 Years (annualized)
-0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMSRX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+4.80%
vs Peers
-2.11%

WMSRX Mutual Fund Performance

WMSRX performance across multiple time periods: 1-month 0.40%, YTD 2.69%, 1-year 9.50%, 3-year -0.38%.

WMSRX returns trail the peer average of 4.80% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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