WESIX Mutual Fund

WESIX Mutual Fund

NAV$14.26
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Returns Overview

1 Month
-4.96%
3 Months
-4.37%
6 Months
-3.84%
YTD
+3.73%
1 Year
-0.55%
3 Years (annualized)
+15.66%
5 Years (annualized)
+2.02%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WESIX 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
ICE Bank of America Merrill Lynch US Convertible Index(VXA0)
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+5.45%
vs Peers
-1.72%

WESIX Mutual Fund Performance

WESIX performance across multiple time periods: 1-month -4.96%, YTD 3.73%, 1-year -0.55%, 3-year 15.66%, 5-year 2.02%, 10-year 8.51%.

WESIX returns trail the peer average of 5.45% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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