WEACX Mutual Fund

WEACX Mutual Fund

NAV$24.34
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Returns Overview

1 Month
-1.70%
3 Months
-0.53%
6 Months
+1.97%
YTD
+9.16%
1 Year
+10.38%
3 Years (annualized)
+20.14%
5 Years (annualized)
+7.90%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEACX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+10.80%
vs Peers
-1.64%

WEACX Mutual Fund Performance

WEACX performance across multiple time periods: 1-month -1.70%, YTD 9.16%, 1-year 10.38%, 3-year 20.14%, 5-year 7.90%, 10-year 11.55%.

WEACX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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