WMMCX Mutual Fund

NAV$13.38

Returns Overview

1 Month
-0.89%
3 Months
+8.78%
6 Months
+16.35%
YTD
+24.81%
1 Year
+42.59%
3 Years (annualized)
+16.92%
5 Years (annualized)
+4.73%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMMCX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones US Micro-Cap Total Stock Market Index(DWMI)
This Mutual Fund (YTD)
+24.81%
Peer Avg (YTD)
+18.52%
vs Peers
+6.29%

WMMCX Mutual Fund Performance

WMMCX performance across multiple time periods: 1-month -0.89%, YTD 24.81%, 1-year 42.59%, 3-year 16.92%, 5-year 4.73%, 10-year 8.20%.

WMMCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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