WEUSX Mutual Fund

WEUSX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
-0.82%
3 Months
-0.89%
6 Months
+4.96%
YTD
+11.23%
1 Year
+16.97%
3 Years (annualized)
+21.45%
5 Years (annualized)
+8.70%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEUSX 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 ACWI Index (ex. US) NET
This Mutual Fund (YTD)
+11.23%
Peer Avg (YTD)
+8.05%
vs Peers
+3.18%

WEUSX Mutual Fund Performance

WEUSX performance across multiple time periods: 1-month -0.82%, YTD 11.23%, 1-year 16.97%, 3-year 21.45%, 5-year 8.70%, 10-year 9.68%.

WEUSX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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