WELIX Mutual Fund

WELIX Mutual Fund

NAV$12.60
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Returns Overview

1 Month
-1.59%
3 Months
-5.26%
6 Months
+14.88%
YTD
+10.01%
1 Year
+14.67%
3 Years (annualized)
+16.89%
5 Years (annualized)
+2.23%
10 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WELIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+18.35%
vs Peers
-8.34%

WELIX Mutual Fund Performance

WELIX performance across multiple time periods: 1-month -1.59%, YTD 10.01%, 1-year 14.67%, 3-year 16.89%, 5-year 2.23%, 10-year 7.06%.

WELIX returns trail the peer average of 18.35% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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