WELNX Mutual Fund

WELNX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
-6.38%
3 Months
+2.33%
6 Months
+3.74%
YTD
+10.67%
1 Year
+24.73%
3 Years (annualized)
+13.45%
5 Years (annualized)
+2.17%
10 Years (annualized)
+6.73%

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
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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)
+10.67%
Peer Avg (YTD)
+15.92%
vs Peers
-5.25%

WELNX Mutual Fund Performance

WELNX performance across multiple time periods: 1-month -6.38%, YTD 10.67%, 1-year 24.73%, 3-year 13.45%, 5-year 2.17%, 10-year 6.73%.

WELNX returns trail the peer average of 15.92% 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.