WEDRX Mutual Fund

NAV$8.82

Returns Overview

1 Month
+1.20%
3 Months
+5.58%
6 Months
+5.27%
YTD
+5.27%
1 Year
+14.64%
3 Years (annualized)
+12.92%
5 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEDRX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPMorgan EMBI Global Diversified Net Return Index(^JEMBIGDINRI)
This Mutual Fund (YTD)
+5.27%
Peer Avg (YTD)
+3.07%
vs Peers
+2.20%

WEDRX Mutual Fund Performance

WEDRX performance across multiple time periods: 1-month 1.20%, YTD 5.27%, 1-year 14.64%, 3-year 12.92%, 5-year 4.17%.

WEDRX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

WEDRX performance comparison shows side-by-side returns with another fund. WEDRX alternatives are available in the Mutual Fund Screener.