WVMIX Mutual Fund

NAV$13.87

Returns Overview

1 Month
+3.96%
3 Months
+13.76%
6 Months
+15.01%
YTD
+14.05%
1 Year
+21.06%
3 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WVMIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.05%
Peer Avg (YTD)
+10.82%
vs Peers
+3.23%

WVMIX Mutual Fund Performance

WVMIX performance across multiple time periods: 1-month 3.96%, YTD 14.05%, 1-year 21.06%, 3-year 13.47%.

WVMIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

WVMIX performance comparison shows side-by-side returns with another fund. WVMIX alternatives are available in the Mutual Fund Screener.