WESJX Mutual Fund

NAV$25.71
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Returns Overview

1 Month
-1.27%
3 Months
+15.73%
6 Months
+21.29%
YTD
+21.34%
1 Year
+32.46%
3 Years (annualized)
+17.80%
5 Years (annualized)
+6.08%
10 Years (annualized)
+9.51%

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
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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

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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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+21.34%
Peer Avg (YTD)
+23.08%
vs Peers
-1.73%

WESJX Mutual Fund Performance

WESJX performance across multiple time periods: 1-month -1.27%, YTD 21.34%, 1-year 32.46%, 3-year 17.80%, 5-year 6.08%, 10-year 9.51%.

WESJX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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