WEIAX Mutual Fund

WEIAX Mutual Fund

NAV$16.32
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Returns Overview

1 Month
-5.94%
3 Months
+0.53%
6 Months
+4.73%
YTD
+10.75%
1 Year
+18.01%
3 Years (annualized)
+11.87%
5 Years (annualized)
+3.16%
10 Years (annualized)
+8.96%

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)
+10.75%
Peer Avg (YTD)
+13.29%
vs Peers
-2.54%

WEIAX Mutual Fund Performance

WEIAX performance across multiple time periods: 1-month -5.94%, YTD 10.75%, 1-year 18.01%, 3-year 11.87%, 5-year 3.16%, 10-year 8.96%.

WEIAX returns trail the peer average of 13.29% 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.