WIEMX Mutual Fund

WIEMX Mutual Fund

NAV$2.11
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Returns Overview

1 Month
+0.46%
3 Months
+20.88%
6 Months
+25.71%
YTD
+24.29%
1 Year
+27.63%
3 Years (annualized)
+12.21%
5 Years (annualized)
+1.42%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIEMX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+24.29%
Peer Avg (YTD)
+21.71%
vs Peers
+2.58%

WIEMX Mutual Fund Performance

WIEMX performance across multiple time periods: 1-month 0.46%, YTD 24.29%, 1-year 27.63%, 3-year 12.21%, 5-year 1.42%, 10-year 8.49%.

WIEMX returns outperform the peer average of 21.71% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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