WESCX Mutual Fund

NAV$31.99

Returns Overview

1 Month
+9.30%
3 Months
+25.29%
6 Months
+37.41%
YTD
+36.29%
1 Year
+67.42%
3 Years (annualized)
+25.68%
5 Years (annualized)
+13.68%
10 Years (annualized)
+15.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+36.29%
Peer Avg (YTD)
+18.52%
vs Peers
+17.76%

WESCX Mutual Fund Performance

WESCX performance across multiple time periods: 1-month 9.30%, YTD 36.29%, 1-year 67.42%, 3-year 25.68%, 5-year 13.68%, 10-year 15.46%.

WESCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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