WEAFX Mutual Fund

WEAFX Mutual Fund

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Returns Overview

1 Month
-1.77%
3 Months
+2.76%
6 Months
+7.26%
YTD
+10.24%
1 Year
+21.58%
3 Years (annualized)
+17.16%
5 Years (annualized)
+9.64%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEAFX 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)
+10.24%
Peer Avg (YTD)
+9.41%
vs Peers
+0.83%

WEAFX Mutual Fund Performance

WEAFX performance across multiple time periods: 1-month -1.77%, YTD 10.24%, 1-year 21.58%, 3-year 17.16%, 5-year 9.64%, 10-year 12.36%.

WEAFX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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