WELIX Mutual Fund

WELIX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
-6.36%
3 Months
+2.40%
6 Months
+3.89%
YTD
+10.80%
1 Year
+25.18%
3 Years (annualized)
+13.74%
5 Years (annualized)
+2.46%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WELIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+10.80%
Peer Avg (YTD)
+15.92%
vs Peers
-5.12%

WELIX Mutual Fund Performance

WELIX performance across multiple time periods: 1-month -6.36%, YTD 10.80%, 1-year 25.18%, 3-year 13.74%, 5-year 2.46%, 10-year 7.05%.

WELIX returns trail the peer average of 15.92% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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