WMVYX Mutual Fund

NAV$11.16

Returns Overview

1 Month
-4.92%
3 Months
-6.38%
6 Months
+2.14%
YTD
+1.47%
1 Year
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMVYX 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)
+1.47%
Peer Avg (YTD)
+7.55%
vs Peers
-6.08%

WMVYX Mutual Fund Performance

WMVYX performance across multiple time periods: 1-month -4.92%, YTD 1.47%, 1-year 0.97%.

WMVYX returns trail the peer average of 7.55% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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