WESRX Mutual Fund

WESRX Mutual Fund

NAV$14.20
See how much of WESRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.98%
3 Months
-4.44%
6 Months
-3.90%
YTD
+3.48%
1 Year
-0.82%
3 Years (annualized)
+15.37%
5 Years (annualized)
+1.78%
10 Years (annualized)
+8.25%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+3.48%
Peer Avg (YTD)
+5.45%
vs Peers
-1.97%

WESRX Mutual Fund Performance

WESRX performance across multiple time periods: 1-month -4.98%, YTD 3.48%, 1-year -0.82%, 3-year 15.37%, 5-year 1.78%, 10-year 8.25%.

WESRX returns trail the peer average of 5.45% 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.