WEIAX Mutual Fund

NAV$16.72

Returns Overview

1 Month
-1.43%
3 Months
+18.41%
6 Months
+17.74%
YTD
+15.12%
1 Year
+30.69%
3 Years (annualized)
+15.09%
5 Years (annualized)
+4.41%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEIAX 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

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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
ICE Bank of America Merrill Lynch US Convertible Index(VXA0)
This Mutual Fund (YTD)
+15.12%
Peer Avg (YTD)
+18.00%
vs Peers
-2.89%

WEIAX Mutual Fund Performance

WEIAX performance across multiple time periods: 1-month -1.43%, YTD 15.12%, 1-year 30.69%, 3-year 15.09%, 5-year 4.41%, 10-year 10.12%.

WEIAX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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