WEEIX Mutual Fund

NAV$11.08

Returns Overview

1 Month
+0.11%
3 Months
+6.24%
6 Months
+5.84%
YTD
+5.60%
1 Year
+8.68%
3 Years (annualized)
+8.60%
5 Years (annualized)
+4.55%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEEIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+9.49%
vs Peers
-3.89%

WEEIX Mutual Fund Performance

WEEIX performance across multiple time periods: 1-month 0.11%, YTD 5.60%, 1-year 8.68%, 3-year 8.60%, 5-year 4.55%, 10-year 5.46%.

WEEIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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