WEIMX Mutual Fund

WEIMX Mutual Fund

NAV$18.93
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Returns Overview

1 Month
-5.07%
3 Months
+8.73%
6 Months
+17.00%
YTD
+25.06%
1 Year
+34.70%
3 Years (annualized)
+14.63%
5 Years (annualized)
+7.62%
10 Years (annualized)
+9.55%

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
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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)
+25.06%
Peer Avg (YTD)
+15.31%
vs Peers
+9.74%

WEIMX Mutual Fund Performance

WEIMX performance across multiple time periods: 1-month -5.07%, YTD 25.06%, 1-year 34.70%, 3-year 14.63%, 5-year 7.62%, 10-year 9.55%.

WEIMX returns outperform the peer average of 15.31% 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.