WEDIX Mutual Fund

WEDIX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
-1.09%
3 Months
+1.15%
6 Months
+2.26%
YTD
+4.10%
1 Year
+11.99%
3 Years (annualized)
+11.50%
5 Years (annualized)
+3.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEDIX 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
PROUpgrade to run
🏦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
JPMorgan EMBI Global Diversified Net Return Index(^JEMBIGDINRI)
This Mutual Fund (YTD)
+4.10%
Peer Avg (YTD)
+2.32%
vs Peers
+1.77%

WEDIX Mutual Fund Performance

WEDIX performance across multiple time periods: 1-month -1.09%, YTD 4.10%, 1-year 11.99%, 3-year 11.50%, 5-year 3.99%.

WEDIX returns outperform the peer average of 2.32% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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