WEUSX Mutual Fund

NAV$15.37

Returns Overview

1 Month
+0.72%
3 Months
+3.99%
6 Months
+4.70%
YTD
+9.24%
1 Year
+23.28%
3 Years (annualized)
+18.02%
5 Years (annualized)
+8.36%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEUSX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index (ex. US) NET
This Mutual Fund (YTD)
+9.24%
Peer Avg (YTD)
+9.13%
vs Peers
+0.11%

WEUSX Mutual Fund Performance

WEUSX performance across multiple time periods: 1-month 0.72%, YTD 9.24%, 1-year 23.28%, 3-year 18.02%, 5-year 8.36%, 10-year 10.19%.

WEUSX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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