WEIMX Mutual Fund

WEIMX Mutual Fund

NAV$18.10
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Returns Overview

1 Month
-2.34%
3 Months
-7.29%
6 Months
+14.76%
YTD
+22.08%
1 Year
+23.19%
3 Years (annualized)
+15.64%
5 Years (annualized)
+5.06%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEIMX 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
Dow Jones US Micro-Cap Total Stock Market Index(DWMI)
This Mutual Fund (YTD)
+22.08%
Peer Avg (YTD)
+10.34%
vs Peers
+11.73%

WEIMX Mutual Fund Performance

WEIMX performance across multiple time periods: 1-month -2.34%, YTD 22.08%, 1-year 23.19%, 3-year 15.64%, 5-year 5.06%, 10-year 10.52%.

WEIMX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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