WELNX Mutual Fund

WELNX Mutual Fund

NAV$12.53
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Returns Overview

1 Month
-1.60%
3 Months
-5.36%
6 Months
+14.67%
YTD
+9.69%
1 Year
+14.24%
3 Years (annualized)
+16.58%
5 Years (annualized)
+2.02%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WELNX 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)
+9.69%
Peer Avg (YTD)
+18.35%
vs Peers
-8.66%

WELNX Mutual Fund Performance

WELNX performance across multiple time periods: 1-month -1.60%, YTD 9.69%, 1-year 14.24%, 3-year 16.58%, 5-year 2.02%, 10-year 6.79%.

WELNX returns trail the peer average of 18.35% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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