WEACX Mutual Fund

WEACX Mutual Fund

NAV$24.97
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Returns Overview

1 Month
-2.29%
3 Months
-0.72%
6 Months
+11.86%
YTD
+11.05%
1 Year
+14.22%
3 Years (annualized)
+18.66%
5 Years (annualized)
+9.06%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEACX 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)
+11.05%
Peer Avg (YTD)
+9.98%
vs Peers
+1.07%

WEACX Mutual Fund Performance

WEACX performance across multiple time periods: 1-month -2.29%, YTD 11.05%, 1-year 14.22%, 3-year 18.66%, 5-year 9.06%, 10-year 11.86%.

WEACX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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