WEMAX Mutual Fund

WEMAX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
-10.22%
3 Months
+0.18%
6 Months
+10.11%
YTD
+12.38%
1 Year
+18.23%
3 Years (annualized)
+11.19%
5 Years (annualized)
-0.47%
10 Years (annualized)
+10.43%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+15.31%
vs Peers
-2.93%

WEMAX Mutual Fund Performance

WEMAX performance across multiple time periods: 1-month -10.22%, YTD 12.38%, 1-year 18.23%, 3-year 11.19%, 5-year -0.47%, 10-year 10.43%.

WEMAX returns trail the peer average of 15.31% 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.