WELNX Mutual Fund

NAV$12.95

Returns Overview

1 Month
+1.56%
3 Months
+21.16%
6 Months
+18.21%
YTD
+15.90%
1 Year
+33.50%
3 Years (annualized)
+16.75%
5 Years (annualized)
+1.86%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WELNX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+15.90%
Peer Avg (YTD)
+21.71%
vs Peers
-5.81%

WELNX Mutual Fund Performance

WELNX performance across multiple time periods: 1-month 1.56%, YTD 15.90%, 1-year 33.50%, 3-year 16.75%, 5-year 1.86%, 10-year 7.68%.

WELNX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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