WESRX Mutual Fund

WESRX Mutual Fund

NAV$15.63
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Returns Overview

1 Month
-5.94%
3 Months
+0.53%
6 Months
+4.73%
YTD
+10.80%
1 Year
+18.02%
3 Years (annualized)
+11.88%
5 Years (annualized)
+3.20%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WESRX 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)
+10.80%
Peer Avg (YTD)
+13.29%
vs Peers
-2.49%

WESRX Mutual Fund Performance

WESRX performance across multiple time periods: 1-month -5.94%, YTD 10.80%, 1-year 18.02%, 3-year 11.88%, 5-year 3.20%, 10-year 8.49%.

WESRX returns trail the peer average of 13.29% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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