WMMRX Mutual Fund

NAV$16.72

Returns Overview

1 Month
+6.50%
3 Months
+1.83%
6 Months
+10.00%
YTD
+17.42%
1 Year
+17.83%
3 Years (annualized)
+10.99%
5 Years (annualized)
+5.08%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMMRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+17.42%
Peer Avg (YTD)
+5.93%
vs Peers
+11.48%

WMMRX Mutual Fund Performance

WMMRX performance across multiple time periods: 1-month 6.50%, YTD 17.42%, 1-year 17.83%, 3-year 10.99%, 5-year 5.08%, 10-year 5.21%.

WMMRX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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