WEAYX Mutual Fund

WEAYX Mutual Fund

NAV$25.93
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Returns Overview

1 Month
+3.61%
3 Months
+1.63%
6 Months
+7.71%
YTD
+14.46%
1 Year
+22.73%
3 Years (annualized)
+19.92%
5 Years (annualized)
+10.23%
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)
+14.46%
Peer Avg (YTD)
+11.21%
vs Peers
+3.25%

WEAYX Mutual Fund Performance

WEAYX performance across multiple time periods: 1-month 3.61%, YTD 14.46%, 1-year 22.73%, 3-year 19.92%, 5-year 10.23%, 10-year 12.52%.

WEAYX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.70%, 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.