WSEFX Mutual Fund

WSEFX Mutual Fund

NAV$41.03
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Returns Overview

1 Month
+0.85%
3 Months
+6.47%
6 Months
+9.85%
YTD
+11.39%
1 Year
+24.78%
3 Years (annualized)
+12.41%
5 Years (annualized)
+8.52%
10 Years (annualized)
+12.60%

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
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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)
+11.39%
Peer Avg (YTD)
+9.41%
vs Peers
+1.98%

WSEFX Mutual Fund Performance

WSEFX performance across multiple time periods: 1-month 0.85%, YTD 11.39%, 1-year 24.78%, 3-year 12.41%, 5-year 8.52%, 10-year 12.60%.

WSEFX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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