WEMAX Mutual Fund

WEMAX Mutual Fund

NAV$10.64
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Returns Overview

1 Month
-1.55%
3 Months
-10.96%
6 Months
+16.25%
YTD
+9.76%
1 Year
+9.71%
3 Years (annualized)
+14.03%
5 Years (annualized)
-1.13%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEMAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+10.34%
vs Peers
-0.59%

WEMAX Mutual Fund Performance

WEMAX performance across multiple time periods: 1-month -1.55%, YTD 9.76%, 1-year 9.71%, 3-year 14.03%, 5-year -1.13%, 10-year 10.37%.

WEMAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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