WESNX Mutual Fund

WESNX Mutual Fund

NAV$26.21
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Returns Overview

1 Month
-10.29%
3 Months
-10.09%
6 Months
+0.29%
YTD
+8.64%
1 Year
+20.00%
3 Years (annualized)
+12.12%
5 Years (annualized)
+4.04%
10 Years (annualized)
+7.52%

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)
+8.64%
Peer Avg (YTD)
+17.66%
vs Peers
-9.01%

WESNX Mutual Fund Performance

WESNX performance across multiple time periods: 1-month -10.29%, YTD 8.64%, 1-year 20.00%, 3-year 12.12%, 5-year 4.04%, 10-year 7.52%.

WESNX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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