WEEIX Mutual Fund

WEEIX Mutual Fund

NAV$11.01
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Returns Overview

1 Month
-2.52%
3 Months
+0.89%
6 Months
+7.27%
YTD
+6.62%
1 Year
+7.06%
3 Years (annualized)
+9.87%
5 Years (annualized)
+4.66%
10 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEEIX 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)
+6.62%
Peer Avg (YTD)
+10.00%
vs Peers
-3.37%

WEEIX Mutual Fund Performance

WEEIX performance across multiple time periods: 1-month -2.52%, YTD 6.62%, 1-year 7.06%, 3-year 9.87%, 5-year 4.66%, 10-year 5.64%.

WEEIX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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