WTMVX Mutual Fund

WTMVX Mutual Fund

NAV$13.63
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Returns Overview

1 Month
-0.80%
3 Months
+0.67%
6 Months
+19.91%
YTD
+15.05%
1 Year
+15.28%
3 Years (annualized)
+12.23%
5 Years (annualized)
+6.52%
10 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTMVX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+15.05%
Peer Avg (YTD)
+10.00%
vs Peers
+5.05%

WTMVX Mutual Fund Performance

WTMVX performance across multiple time periods: 1-month -0.80%, YTD 15.05%, 1-year 15.28%, 3-year 12.23%, 5-year 6.52%, 10-year 7.78%.

WTMVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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