WEFIX Mutual Fund

NAV$11.99

Returns Overview

1 Month
+0.21%
3 Months
+0.96%
6 Months
+1.57%
YTD
+1.57%
1 Year
+4.10%
3 Years (annualized)
+5.09%
5 Years (annualized)
+2.70%
10 Years (annualized)
+2.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEFIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+3.23%
vs Peers
-1.65%

WEFIX Mutual Fund Performance

WEFIX performance across multiple time periods: 1-month 0.21%, YTD 1.57%, 1-year 4.10%, 3-year 5.09%, 5-year 2.70%, 10-year 2.51%.

WEFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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