WEAYX Mutual Fund

WEAYX Mutual Fund

NAV$25.19
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Returns Overview

1 Month
-1.60%
3 Months
-0.28%
6 Months
+2.53%
YTD
+10.17%
1 Year
+11.55%
3 Years (annualized)
+21.42%
5 Years (annualized)
+9.07%
10 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEAYX 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)
+10.17%
Peer Avg (YTD)
+10.80%
vs Peers
-0.63%

WEAYX Mutual Fund Performance

WEAYX performance across multiple time periods: 1-month -1.60%, YTD 10.17%, 1-year 11.55%, 3-year 21.42%, 5-year 9.07%, 10-year 12.55%.

WEAYX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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