WEECX Mutual Fund

WEECX Mutual Fund

NAV$11.02
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Returns Overview

1 Month
-2.56%
3 Months
+0.87%
6 Months
+7.12%
YTD
+6.38%
1 Year
+6.78%
3 Years (annualized)
+9.62%
5 Years (annualized)
+5.83%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEECX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+10.00%
vs Peers
-3.62%

WEECX Mutual Fund Performance

WEECX performance across multiple time periods: 1-month -2.56%, YTD 6.38%, 1-year 6.78%, 3-year 9.62%, 5-year 5.83%, 10-year 8.71%.

WEECX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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