WWMCX Mutual Fund

NAV$9.70

Returns Overview

1 Month
+4.60%
3 Months
+7.44%
6 Months
+8.27%
YTD
+4.60%
1 Year
+9.39%
3 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWMCX 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)
+4.60%
Peer Avg (YTD)
+1.79%
vs Peers
+2.81%

WWMCX Mutual Fund Performance

WWMCX performance across multiple time periods: 1-month 4.60%, YTD 4.60%, 1-year 9.39%, 3-year 10.15%.

WWMCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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