WTMVX Mutual Fund

NAV$13.15

Returns Overview

1 Month
-1.72%
3 Months
+4.45%
6 Months
+7.00%
YTD
+11.16%
1 Year
+17.15%
3 Years (annualized)
+16.70%
5 Years (annualized)
+10.39%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WTMVX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.16%
Peer Avg (YTD)
+9.49%
vs Peers
+1.67%

WTMVX Mutual Fund Performance

WTMVX performance across multiple time periods: 1-month -1.72%, YTD 11.16%, 1-year 17.15%, 3-year 16.70%, 5-year 10.39%, 10-year 10.40%.

WTMVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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