WVMRX Mutual Fund

WVMRX Mutual Fund

NAV$13.73
See how much of WVMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.29%
3 Months
+6.33%
6 Months
+10.93%
YTD
+13.71%
1 Year
+22.49%
3 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WVMRX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.71%
Peer Avg (YTD)
+9.54%
vs Peers
+4.17%

WVMRX Mutual Fund Performance

WVMRX performance across multiple time periods: 1-month -0.29%, YTD 13.71%, 1-year 22.49%, 3-year 12.21%.

WVMRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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