WEMIX Mutual Fund

WEMIX Mutual Fund

NAV$13.91
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Returns Overview

1 Month
-10.11%
3 Months
+0.29%
6 Months
+10.33%
YTD
+12.67%
1 Year
+18.68%
3 Years (annualized)
+11.55%
5 Years (annualized)
-0.13%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEMIX 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)
+12.67%
Peer Avg (YTD)
+15.31%
vs Peers
-2.64%

WEMIX Mutual Fund Performance

WEMIX performance across multiple time periods: 1-month -10.11%, YTD 12.67%, 1-year 18.68%, 3-year 11.55%, 5-year -0.13%, 10-year 10.85%.

WEMIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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