WELNX Mutual Fund

WELNX Mutual Fund

NAV$11.72
See how much of WELNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.69%
3 Months
-8.70%
6 Months
-6.58%
YTD
-0.94%
1 Year
-1.35%
3 Years (annualized)
+15.28%
5 Years (annualized)
+0.31%
10 Years (annualized)
+5.40%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
-0.94%
Peer Avg (YTD)
+8.28%
vs Peers
-9.21%

WELNX Mutual Fund Performance

WELNX performance across multiple time periods: 1-month -9.69%, YTD -0.94%, 1-year -1.35%, 3-year 15.28%, 5-year 0.31%, 10-year 5.40%.

WELNX returns trail the peer average of 8.28% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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