WEICX Mutual Fund

WEICX Mutual Fund

NAV$17.80
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Returns Overview

1 Month
-6.00%
3 Months
+0.34%
6 Months
+4.35%
YTD
+10.27%
1 Year
+17.13%
3 Years (annualized)
+11.03%
5 Years (annualized)
+2.45%
10 Years (annualized)
+6.70%

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
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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)
+10.27%
Peer Avg (YTD)
+13.29%
vs Peers
-3.02%

WEICX Mutual Fund Performance

WEICX performance across multiple time periods: 1-month -6.00%, YTD 10.27%, 1-year 17.13%, 3-year 11.03%, 5-year 2.45%, 10-year 6.70%.

WEICX returns trail the peer average of 13.29% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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