WSMAX Mutual Fund

WSMAX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
-0.30%
3 Months
+0.32%
6 Months
+0.43%
YTD
+0.93%
1 Year
+2.48%
3 Years (annualized)
+3.19%
5 Years (annualized)
+1.55%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-3 Year Composite Municipal Bond Index(^BYCMPMBI)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+0.23%
vs Peers
+0.70%

WSMAX Mutual Fund Performance

WSMAX performance across multiple time periods: 1-month -0.30%, YTD 0.93%, 1-year 2.48%, 3-year 3.19%, 5-year 1.55%, 10-year 1.47%.

WSMAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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