WMNAX Mutual Fund

NAV$10.48

Returns Overview

1 Month
+0.38%
3 Months
+2.72%
6 Months
+4.10%
YTD
+4.00%
1 Year
+8.01%
3 Years (annualized)
+7.23%
5 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMNAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+3.47%
vs Peers
+0.52%

WMNAX Mutual Fund Performance

WMNAX performance across multiple time periods: 1-month 0.38%, YTD 4.00%, 1-year 8.01%, 3-year 7.23%, 5-year 4.75%.

WMNAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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