WSMNX Mutual Fund

WSMNX Mutual Fund

NAV$27.52
See how much of WSMNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.24%
3 Months
+1.85%
6 Months
+6.53%
YTD
+9.30%
1 Year
+16.61%
3 Years (annualized)
+7.91%
5 Years (annualized)
+1.99%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMNX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+15.31%
vs Peers
-6.01%

WSMNX Mutual Fund Performance

WSMNX performance across multiple time periods: 1-month -5.24%, YTD 9.30%, 1-year 16.61%, 3-year 7.91%, 5-year 1.99%, 10-year 10.10%.

WSMNX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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