WWSMX Mutual Fund

WWSMX Mutual Fund

NAV$18.54
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Returns Overview

1 Month
-2.54%
3 Months
+2.51%
6 Months
+7.50%
YTD
+15.15%
1 Year
+20.16%
3 Years (annualized)
+13.57%
5 Years (annualized)
+9.09%
10 Years (annualized)
+9.84%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.15%
Peer Avg (YTD)
+9.54%
vs Peers
+5.61%

WWSMX Mutual Fund Performance

WWSMX performance across multiple time periods: 1-month -2.54%, YTD 15.15%, 1-year 20.16%, 3-year 13.57%, 5-year 9.09%, 10-year 9.84%.

WWSMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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