WEIMX Mutual Fund

WEIMX Mutual Fund

NAV$15.29
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Returns Overview

1 Month
-15.85%
3 Months
-17.84%
6 Months
-10.65%
YTD
+2.72%
1 Year
+7.48%
3 Years (annualized)
+12.62%
5 Years (annualized)
+3.45%
10 Years (annualized)
+7.56%

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
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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
Dow Jones US Micro-Cap Total Stock Market Index(DWMI)
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+12.21%
vs Peers
-9.49%

WEIMX Mutual Fund Performance

WEIMX performance across multiple time periods: 1-month -15.85%, YTD 2.72%, 1-year 7.48%, 3-year 12.62%, 5-year 3.45%, 10-year 7.56%.

WEIMX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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