WSMRX Mutual Fund

NAV$31.34

Returns Overview

1 Month
+3.41%
3 Months
+17.88%
6 Months
+15.49%
YTD
+13.96%
1 Year
+24.18%
3 Years (annualized)
+14.97%
5 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMRX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+13.96%
Peer Avg (YTD)
+18.52%
vs Peers
-4.57%

WSMRX Mutual Fund Performance

WSMRX performance across multiple time periods: 1-month 3.41%, YTD 13.96%, 1-year 24.18%, 3-year 14.97%, 5-year 8.15%.

WSMRX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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