WESJX Mutual Fund

WESJX Mutual Fund

NAV$27.21
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Returns Overview

1 Month
+9.80%
3 Months
-2.75%
6 Months
+2.71%
YTD
+19.52%
1 Year
+25.17%
3 Years (annualized)
+16.70%
5 Years (annualized)
+5.39%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WESJX 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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+19.52%
Peer Avg (YTD)
+20.14%
vs Peers
-0.62%

WESJX Mutual Fund Performance

WESJX performance across multiple time periods: 1-month 9.80%, YTD 19.52%, 1-year 25.17%, 3-year 16.70%, 5-year 5.39%, 10-year 8.76%.

WESJX returns trail the peer average of 20.14% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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