WEMAX Mutual Fund

WEMAX Mutual Fund

NAV$10.35
See how much of WEMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.70%
3 Months
-4.50%
6 Months
-4.32%
YTD
+5.69%
1 Year
+5.54%
3 Years (annualized)
+18.58%
5 Years (annualized)
-2.98%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEMAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+12.21%
vs Peers
-6.52%

WEMAX Mutual Fund Performance

WEMAX performance across multiple time periods: 1-month -3.70%, YTD 5.69%, 1-year 5.54%, 3-year 18.58%, 5-year -2.98%, 10-year 10.47%.

WEMAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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