WSMDX Mutual Fund

WSMDX Mutual Fund

NAV$30.70
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Returns Overview

1 Month
-5.21%
3 Months
+1.90%
6 Months
+6.68%
YTD
+9.44%
1 Year
+16.87%
3 Years (annualized)
+8.18%
5 Years (annualized)
+2.25%
10 Years (annualized)
+10.38%

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)
+9.44%
Peer Avg (YTD)
+15.31%
vs Peers
-5.87%

WSMDX Mutual Fund Performance

WSMDX performance across multiple time periods: 1-month -5.21%, YTD 9.44%, 1-year 16.87%, 3-year 8.18%, 5-year 2.25%, 10-year 10.38%.

WSMDX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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