WSMAX Mutual Fund

WSMAX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
+1.46%
3 Months
+0.12%
6 Months
+0.44%
YTD
+1.05%
1 Year
+1.37%
3 Years (annualized)
+3.24%
5 Years (annualized)
+1.48%
10 Years (annualized)
+1.34%

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)
+1.05%
Peer Avg (YTD)
-0.87%
vs Peers
+1.92%

WSMAX Mutual Fund Performance

WSMAX performance across multiple time periods: 1-month 1.46%, YTD 1.05%, 1-year 1.37%, 3-year 3.24%, 5-year 1.48%, 10-year 1.34%.

WSMAX returns outperform the peer average of -0.87% 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.