WSMVX Mutual Fund

NAV$32.69

Returns Overview

1 Month
+7.14%
3 Months
+18.79%
6 Months
+24.54%
YTD
+23.59%
1 Year
+40.82%
3 Years (annualized)
+16.95%
5 Years (annualized)
+9.78%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSMVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.59%
Peer Avg (YTD)
+18.52%
vs Peers
+5.07%

WSMVX Mutual Fund Performance

WSMVX performance across multiple time periods: 1-month 7.14%, YTD 23.59%, 1-year 40.82%, 3-year 16.95%, 5-year 9.78%, 10-year 11.21%.

WSMVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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