WEAYX Mutual Fund

WEAYX Mutual Fund

NAV$25.65
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Returns Overview

1 Month
-1.75%
3 Months
+2.81%
6 Months
+7.41%
YTD
+10.47%
1 Year
+21.94%
3 Years (annualized)
+17.54%
5 Years (annualized)
+10.01%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEAYX 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)
+10.47%
Peer Avg (YTD)
+9.41%
vs Peers
+1.06%

WEAYX Mutual Fund Performance

WEAYX performance across multiple time periods: 1-month -1.75%, YTD 10.47%, 1-year 21.94%, 3-year 17.54%, 5-year 10.01%, 10-year 12.52%.

WEAYX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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