WEIAX Mutual Fund

WEIAX Mutual Fund

NAV$16.04
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Returns Overview

1 Month
+2.23%
3 Months
-5.23%
6 Months
+10.02%
YTD
+13.25%
1 Year
+16.85%
3 Years (annualized)
+14.42%
5 Years (annualized)
+3.31%
10 Years (annualized)
+9.14%

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)
+13.25%
Peer Avg (YTD)
+12.29%
vs Peers
+0.96%

WEIAX Mutual Fund Performance

WEIAX performance across multiple time periods: 1-month 2.23%, YTD 13.25%, 1-year 16.85%, 3-year 14.42%, 5-year 3.31%, 10-year 9.14%.

WEIAX returns outperform the peer average of 12.29% 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.