WEDIX Mutual Fund

WEDIX Mutual Fund

NAV$8.47
See how much of WEDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.25%
3 Months
-3.61%
6 Months
+1.75%
YTD
+1.43%
1 Year
+5.44%
3 Years (annualized)
+12.53%
5 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEDIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPMorgan EMBI Global Diversified Net Return Index(^JEMBIGDINRI)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+0.32%
vs Peers
+1.12%

WEDIX Mutual Fund Performance

WEDIX performance across multiple time periods: 1-month -3.25%, YTD 1.43%, 1-year 5.44%, 3-year 12.53%, 5-year 3.83%.

WEDIX returns outperform the peer average of 0.32% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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