WEMAX Mutual Fund

NAV$11.32

Returns Overview

1 Month
+6.87%
3 Months
+30.57%
6 Months
+25.18%
YTD
+23.27%
1 Year
+35.13%
3 Years (annualized)
+15.74%
5 Years (annualized)
+1.71%
10 Years (annualized)
+12.52%

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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+23.27%
Peer Avg (YTD)
+18.52%
vs Peers
+4.75%

WEMAX Mutual Fund Performance

WEMAX performance across multiple time periods: 1-month 6.87%, YTD 23.27%, 1-year 35.13%, 3-year 15.74%, 5-year 1.71%, 10-year 12.52%.

WEMAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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