WESCX Mutual Fund

WESCX Mutual Fund

NAV$30.03
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Returns Overview

1 Month
+2.41%
3 Months
-3.70%
6 Months
+1.69%
YTD
+23.06%
1 Year
+32.10%
3 Years (annualized)
+25.43%
5 Years (annualized)
+11.04%
10 Years (annualized)
+13.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WESCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.06%
Peer Avg (YTD)
+12.21%
vs Peers
+10.85%

WESCX Mutual Fund Performance

WESCX performance across multiple time periods: 1-month 2.41%, YTD 23.06%, 1-year 32.10%, 3-year 25.43%, 5-year 11.04%, 10-year 13.21%.

WESCX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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