WEADX Mutual Fund

WEADX Mutual Fund

NAV$25.51
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Returns Overview

1 Month
-1.80%
3 Months
+2.74%
6 Months
+7.27%
YTD
+10.29%
1 Year
+21.61%
3 Years (annualized)
+17.25%
5 Years (annualized)
+9.62%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEADX 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)
+10.29%
Peer Avg (YTD)
+9.41%
vs Peers
+0.88%

WEADX Mutual Fund Performance

WEADX performance across multiple time periods: 1-month -1.80%, YTD 10.29%, 1-year 21.61%, 3-year 17.25%, 5-year 9.62%, 10-year 11.97%.

WEADX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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