WESWX Mutual Fund

WESWX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
+0.08%
3 Months
+6.17%
6 Months
+5.70%
YTD
+5.47%
1 Year
+8.40%
3 Years (annualized)
+8.32%
5 Years (annualized)
+4.28%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WESWX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.47%
Peer Avg (YTD)
+9.49%
vs Peers
-4.02%

WESWX Mutual Fund Performance

WESWX performance across multiple time periods: 1-month 0.08%, YTD 5.47%, 1-year 8.40%, 3-year 8.32%, 5-year 4.28%, 10-year 7.92%.

WESWX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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