WEIMX Mutual Fund

NAV$19.46

Returns Overview

1 Month
+9.98%
3 Months
+23.81%
6 Months
+32.25%
YTD
+31.74%
1 Year
+44.02%
3 Years (annualized)
+18.10%
5 Years (annualized)
+5.79%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEIMX 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
PROUpgrade to run

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
Dow Jones US Micro-Cap Total Stock Market Index(DWMI)
This Mutual Fund (YTD)
+31.74%
Peer Avg (YTD)
+18.52%
vs Peers
+13.21%

WEIMX Mutual Fund Performance

WEIMX performance across multiple time periods: 1-month 9.98%, YTD 31.74%, 1-year 44.02%, 3-year 18.10%, 5-year 5.79%, 10-year 11.69%.

WEIMX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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