WESNX Mutual Fund

WESNX Mutual Fund

NAV$25.07
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Returns Overview

1 Month
-1.33%
3 Months
+15.64%
6 Months
+21.05%
YTD
+21.11%
1 Year
+32.02%
3 Years (annualized)
+17.45%
5 Years (annualized)
+5.75%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WESNX 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)
+21.11%
Peer Avg (YTD)
+23.08%
vs Peers
-1.97%

WESNX Mutual Fund Performance

WESNX performance across multiple time periods: 1-month -1.33%, YTD 21.11%, 1-year 32.02%, 3-year 17.45%, 5-year 5.75%, 10-year 9.16%.

WESNX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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