WWSMX Mutual Fund

WWSMX Mutual Fund

NAV$19.12
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+4.33%
3 Months
+11.85%
6 Months
+18.16%
YTD
+16.73%
1 Year
+26.60%
3 Years (annualized)
+16.14%
5 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WWSMX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.73%
Peer Avg (YTD)
+10.82%
vs Peers
+5.91%

WWSMX Mutual Fund Performance

WWSMX performance across multiple time periods: 1-month 4.33%, YTD 16.73%, 1-year 26.60%, 3-year 16.14%, 5-year 9.58%.

WWSMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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