WSMAX Mutual Fund

WSMAX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
+0.32%
3 Months
+0.94%
6 Months
+1.23%
YTD
+1.23%
1 Year
+3.31%
3 Years (annualized)
+3.36%
5 Years (annualized)
+1.64%
10 Years (annualized)
+1.49%

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)
+1.23%
Peer Avg (YTD)
+1.79%
vs Peers
-0.55%

WSMAX Mutual Fund Performance

WSMAX performance across multiple time periods: 1-month 0.32%, YTD 1.23%, 1-year 3.31%, 3-year 3.36%, 5-year 1.64%, 10-year 1.49%.

WSMAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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