WEFIX Mutual Fund

WEFIX Mutual Fund

NAV$11.91
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Returns Overview

1 Month
+0.13%
3 Months
+0.63%
6 Months
+1.23%
YTD
+1.70%
1 Year
+4.09%
3 Years (annualized)
+5.37%
5 Years (annualized)
+3.21%
10 Years (annualized)
+2.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEFIX 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
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+0.12%
vs Peers
+1.58%

WEFIX Mutual Fund Performance

WEFIX performance across multiple time periods: 1-month 0.13%, YTD 1.70%, 1-year 4.09%, 3-year 5.37%, 5-year 3.21%, 10-year 2.76%.

WEFIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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