WEFIX Mutual Fund

WEFIX Mutual Fund

NAV$11.85
See how much of WEFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.71%
3 Months
-0.20%
6 Months
+0.76%
YTD
+1.36%
1 Year
+2.52%
3 Years (annualized)
+5.09%
5 Years (annualized)
+2.76%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEFIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+0.50%
vs Peers
+0.86%

WEFIX Mutual Fund Performance

WEFIX performance across multiple time periods: 1-month -0.71%, YTD 1.36%, 1-year 2.52%, 3-year 5.09%, 5-year 2.76%, 10-year 2.53%.

WEFIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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