WAMVX Mutual Fund

NAV$4.71

Returns Overview

1 Month
-3.09%
3 Months
+5.37%
6 Months
+7.05%
YTD
+15.16%
1 Year
+37.96%
3 Years (annualized)
+21.56%
5 Years (annualized)
+6.72%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAMVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+15.16%
Peer Avg (YTD)
+18.52%
vs Peers
-3.37%

WAMVX Mutual Fund Performance

WAMVX performance across multiple time periods: 1-month -3.09%, YTD 15.16%, 1-year 37.96%, 3-year 21.56%, 5-year 6.72%, 10-year 15.28%.

WAMVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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