WESIX Mutual Fund

WESIX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
-5.92%
3 Months
+0.59%
6 Months
+4.86%
YTD
+10.89%
1 Year
+18.32%
3 Years (annualized)
+12.16%
5 Years (annualized)
+3.45%
10 Years (annualized)
+8.78%

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)
+10.89%
Peer Avg (YTD)
+13.29%
vs Peers
-2.40%

WESIX Mutual Fund Performance

WESIX performance across multiple time periods: 1-month -5.92%, YTD 10.89%, 1-year 18.32%, 3-year 12.16%, 5-year 3.45%, 10-year 8.78%.

WESIX returns trail the peer average of 13.29% 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.