WEADX Mutual Fund

NAV$25.83

Returns Overview

1 Month
-0.16%
3 Months
+12.86%
6 Months
+13.16%
YTD
+12.31%
1 Year
+24.97%
3 Years (annualized)
+19.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEADX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.31%
Peer Avg (YTD)
+9.51%
vs Peers
+2.81%

WEADX Mutual Fund Performance

WEADX performance across multiple time periods: 1-month -0.16%, YTD 12.31%, 1-year 24.97%, 3-year 19.19%.

WEADX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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