WSEFX Mutual Fund

NAV$41.68

Returns Overview

1 Month
+2.66%
3 Months
+14.75%
6 Months
+10.64%
YTD
+10.45%
1 Year
+25.18%
3 Years (annualized)
+13.46%
5 Years (annualized)
+9.11%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSEFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+9.51%
vs Peers
+0.95%

WSEFX Mutual Fund Performance

WSEFX performance across multiple time periods: 1-month 2.66%, YTD 10.45%, 1-year 25.18%, 3-year 13.46%, 5-year 9.11%, 10-year 12.81%.

WSEFX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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