WESIX Mutual Fund

NAV$16.08

Returns Overview

1 Month
-1.41%
3 Months
+18.48%
6 Months
+17.90%
YTD
+15.26%
1 Year
+31.04%
3 Years (annualized)
+15.39%
5 Years (annualized)
+2.75%
10 Years (annualized)
+8.90%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
ICE Bank of America Merrill Lynch US Convertible Index(VXA0)
This Mutual Fund (YTD)
+15.26%
Peer Avg (YTD)
+18.00%
vs Peers
-2.74%

WESIX Mutual Fund Performance

WESIX performance across multiple time periods: 1-month -1.41%, YTD 15.26%, 1-year 31.04%, 3-year 15.39%, 5-year 2.75%, 10-year 8.90%.

WESIX returns trail the peer average of 18.00% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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