WSMDX Mutual Fund

WSMDX Mutual Fund

NAV$31.83
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Returns Overview

1 Month
+3.43%
3 Months
+17.91%
6 Months
+15.46%
YTD
+13.96%
1 Year
+24.10%
3 Years (annualized)
+8.14%
5 Years (annualized)
+1.81%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMDX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+13.96%
Peer Avg (YTD)
+18.52%
vs Peers
-4.56%

WSMDX Mutual Fund Performance

WSMDX performance across multiple time periods: 1-month 3.43%, YTD 13.96%, 1-year 24.10%, 3-year 8.14%, 5-year 1.81%, 10-year 10.56%.

WSMDX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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