WEACX Mutual Fund

WEACX Mutual Fund

NAV$25.43
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Returns Overview

1 Month
-1.89%
3 Months
+2.52%
6 Months
+6.82%
YTD
+9.75%
1 Year
+20.61%
3 Years (annualized)
+16.25%
5 Years (annualized)
+8.81%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEACX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+9.41%
vs Peers
+0.34%

WEACX Mutual Fund Performance

WEACX performance across multiple time periods: 1-month -1.89%, YTD 9.75%, 1-year 20.61%, 3-year 16.25%, 5-year 8.81%, 10-year 11.56%.

WEACX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

WEACX vs another fund shows side-by-side returns. WEACX alternatives are available in the Mutual Fund Screener.