WEIAX Mutual Fund

WEIAX Mutual Fund

NAV$14.86
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Returns Overview

1 Month
-4.98%
3 Months
-4.42%
6 Months
-3.91%
YTD
+3.49%
1 Year
-0.78%
3 Years (annualized)
+15.35%
5 Years (annualized)
+1.78%
10 Years (annualized)
+8.57%

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
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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
ICE Bank of America Merrill Lynch US Convertible Index(VXA0)
This Mutual Fund (YTD)
+3.49%
Peer Avg (YTD)
+5.45%
vs Peers
-1.96%

WEIAX Mutual Fund Performance

WEIAX performance across multiple time periods: 1-month -4.98%, YTD 3.49%, 1-year -0.78%, 3-year 15.35%, 5-year 1.78%, 10-year 8.57%.

WEIAX returns trail the peer average of 5.45% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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