WSMVX Mutual Fund

WSMVX Mutual Fund

NAV$33.08
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Returns Overview

1 Month
+0.52%
3 Months
+9.21%
6 Months
+17.10%
YTD
+24.24%
1 Year
+39.38%
3 Years (annualized)
+16.06%
5 Years (annualized)
+10.46%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.24%
Peer Avg (YTD)
+15.31%
vs Peers
+8.93%

WSMVX Mutual Fund Performance

WSMVX performance across multiple time periods: 1-month 0.52%, YTD 24.24%, 1-year 39.38%, 3-year 16.06%, 5-year 10.46%, 10-year 10.62%.

WSMVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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