WELIX Mutual Fund

NAV$12.98

Returns Overview

1 Month
+1.56%
3 Months
+21.26%
6 Months
+18.32%
YTD
+16.12%
1 Year
+33.81%
3 Years (annualized)
+17.08%
5 Years (annualized)
+2.35%
10 Years (annualized)
+8.10%

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
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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.12%
Peer Avg (YTD)
+21.71%
vs Peers
-5.59%

WELIX Mutual Fund Performance

WELIX performance across multiple time periods: 1-month 1.56%, YTD 16.12%, 1-year 33.81%, 3-year 17.08%, 5-year 2.35%, 10-year 8.10%.

WELIX returns trail the peer average of 21.71% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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