WENCX Mutual Fund

WENCX Mutual Fund

NAV$39.75
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Returns Overview

1 Month
+0.64%
3 Months
+2.55%
6 Months
+23.25%
YTD
+15.29%
1 Year
+32.87%
3 Years (annualized)
+22.64%
5 Years (annualized)
+12.27%
10 Years (annualized)
+18.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WENCX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.29%
Peer Avg (YTD)
+8.40%
vs Peers
+6.90%

WENCX Mutual Fund Performance

WENCX performance across multiple time periods: 1-month 0.64%, YTD 15.29%, 1-year 32.87%, 3-year 22.64%, 5-year 12.27%, 10-year 18.12%.

WENCX returns outperform the peer average of 8.40% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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