WENRX Mutual Fund

NAV$67.01

Returns Overview

1 Month
+5.06%
3 Months
+18.07%
6 Months
+12.11%
YTD
+11.48%
1 Year
+14.00%
3 Years (annualized)
+16.42%
5 Years (annualized)
+1.21%
10 Years (annualized)
+12.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WENRX 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
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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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+10.82%
vs Peers
+0.67%

WENRX Mutual Fund Performance

WENRX performance across multiple time periods: 1-month 5.06%, YTD 11.48%, 1-year 14.00%, 3-year 16.42%, 5-year 1.21%, 10-year 12.17%.

WENRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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