WMKGX Mutual Fund

WMKGX Mutual Fund

NAV$25.34
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Returns Overview

1 Month
-1.29%
3 Months
+2.14%
6 Months
+8.62%
YTD
+14.36%
1 Year
+14.87%
3 Years (annualized)
+23.10%
5 Years (annualized)
+9.91%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMKGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.36%
Peer Avg (YTD)
+4.64%
vs Peers
+9.71%

WMKGX Mutual Fund Performance

WMKGX performance across multiple time periods: 1-month -1.29%, YTD 14.36%, 1-year 14.87%, 3-year 23.10%, 5-year 9.91%, 10-year 14.35%.

WMKGX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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