WEQCX Mutual Fund

WEQCX Mutual Fund

NAV$11.07
See how much of WEQCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.98%
3 Months
+3.87%
6 Months
+3.77%
YTD
+8.99%
1 Year
+26.02%
3 Years (annualized)
+15.93%
5 Years (annualized)
+12.65%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEQCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+12.44%
vs Peers
-3.44%

WEQCX Mutual Fund Performance

WEQCX performance across multiple time periods: 1-month 0.98%, YTD 8.99%, 1-year 26.02%, 3-year 15.93%, 5-year 12.65%, 10-year 13.27%.

WEQCX returns trail the peer average of 12.44% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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