WEMCX Mutual Fund

NAV$5.99

Returns Overview

1 Month
+0.16%
3 Months
+6.87%
6 Months
+21.72%
YTD
+10.14%
1 Year
+13.60%
3 Years (annualized)
+8.65%
5 Years (annualized)
+3.13%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEMCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+5.41%
vs Peers
+4.72%

WEMCX Mutual Fund Performance

WEMCX performance across multiple time periods: 1-month 0.16%, YTD 10.14%, 1-year 13.60%, 3-year 8.65%, 5-year 3.13%, 10-year 9.11%.

WEMCX returns outperform the peer average of 5.41% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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