WEDRX Mutual Fund

WEDRX Mutual Fund

NAV$8.46
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Returns Overview

1 Month
-3.25%
3 Months
-3.61%
6 Months
+1.77%
YTD
+1.47%
1 Year
+5.50%
3 Years (annualized)
+12.61%
5 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEDRX 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
JPMorgan EMBI Global Diversified Net Return Index(^JEMBIGDINRI)
This Mutual Fund (YTD)
+1.47%
Peer Avg (YTD)
+0.32%
vs Peers
+1.15%

WEDRX Mutual Fund Performance

WEDRX performance across multiple time periods: 1-month -3.25%, YTD 1.47%, 1-year 5.50%, 3-year 12.61%, 5-year 3.83%.

WEDRX returns outperform the peer average of 0.32% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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