WUSMX Mutual Fund

WUSMX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
+0.34%
3 Months
+1.11%
6 Months
+1.74%
YTD
+2.52%
1 Year
+3.25%
3 Years (annualized)
+3.16%
5 Years (annualized)
+1.68%
10 Years (annualized)
+1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WUSMX 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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
-1.17%
vs Peers
+3.68%

WUSMX Mutual Fund Performance

WUSMX performance across multiple time periods: 1-month 0.34%, YTD 2.52%, 1-year 3.25%, 3-year 3.16%, 5-year 1.68%, 10-year 1.30%.

WUSMX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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