WEICX Mutual Fund

WEICX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
+2.16%
3 Months
-5.43%
6 Months
+9.63%
YTD
+12.64%
1 Year
+16.00%
3 Years (annualized)
+13.55%
5 Years (annualized)
+2.59%
10 Years (annualized)
+7.88%

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)
+12.64%
Peer Avg (YTD)
+12.29%
vs Peers
+0.35%

WEICX Mutual Fund Performance

WEICX performance across multiple time periods: 1-month 2.16%, YTD 12.64%, 1-year 16.00%, 3-year 13.55%, 5-year 2.59%, 10-year 7.88%.

WEICX returns outperform the peer average of 12.29% 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.