WSEFX Mutual Fund

WSEFX Mutual Fund

NAV$40.99
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Returns Overview

1 Month
+0.49%
3 Months
+0.57%
6 Months
+7.07%
YTD
+12.02%
1 Year
+15.09%
3 Years (annualized)
+15.78%
5 Years (annualized)
+7.63%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSEFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+17.72%
vs Peers
-5.69%

WSEFX Mutual Fund Performance

WSEFX performance across multiple time periods: 1-month 0.49%, YTD 12.02%, 1-year 15.09%, 3-year 15.78%, 5-year 7.63%, 10-year 12.90%.

WSEFX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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