WEICX Mutual Fund

NAV$17.73

Returns Overview

1 Month
-1.49%
3 Months
+18.19%
6 Months
+17.32%
YTD
+14.71%
1 Year
+29.72%
3 Years (annualized)
+14.24%
5 Years (annualized)
+1.73%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEICX 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)
+14.71%
Peer Avg (YTD)
+18.00%
vs Peers
-3.30%

WEICX Mutual Fund Performance

WEICX performance across multiple time periods: 1-month -1.49%, YTD 14.71%, 1-year 29.72%, 3-year 14.24%, 5-year 1.73%, 10-year 7.83%.

WEICX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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