WMIDX Mutual Fund

NAV$11.13

Returns Overview

1 Month
+1.27%
3 Months
+5.80%
6 Months
+1.27%
YTD
+2.68%
1 Year
+0.71%
3 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMIDX 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 Midcap Value Index
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+7.55%
vs Peers
-4.88%

WMIDX Mutual Fund Performance

WMIDX performance across multiple time periods: 1-month 1.27%, YTD 2.68%, 1-year 0.71%, 3-year 6.91%.

WMIDX returns trail the peer average of 7.55% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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