WEFIX Mutual Fund

WEFIX Mutual Fund

NAV$11.84
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Returns Overview

1 Month
+0.39%
3 Months
+0.72%
6 Months
+1.19%
YTD
+2.09%
1 Year
+3.57%
3 Years (annualized)
+5.09%
5 Years (annualized)
+2.76%
10 Years (annualized)
+2.53%

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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+2.15%
vs Peers
-0.06%

WEFIX Mutual Fund Performance

WEFIX performance across multiple time periods: 1-month 0.39%, YTD 2.09%, 1-year 3.57%, 3-year 5.09%, 5-year 2.76%, 10-year 2.53%.

WEFIX returns trail the peer average of 2.15% 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.