WENRX Mutual Fund

WENRX Mutual Fund

NAV$65.25
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Returns Overview

1 Month
-6.22%
3 Months
+0.71%
6 Months
+6.77%
YTD
+4.55%
1 Year
+5.11%
3 Years (annualized)
+13.00%
5 Years (annualized)
-0.62%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WENRX 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
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📉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)
+4.55%
Peer Avg (YTD)
+9.54%
vs Peers
-4.99%

WENRX Mutual Fund Performance

WENRX performance across multiple time periods: 1-month -6.22%, YTD 4.55%, 1-year 5.11%, 3-year 13.00%, 5-year -0.62%, 10-year 10.99%.

WENRX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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