WEMIX Mutual Fund

WEMIX Mutual Fund

NAV$13.46
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Returns Overview

1 Month
-1.51%
3 Months
-10.83%
6 Months
+16.44%
YTD
+10.06%
1 Year
+10.12%
3 Years (annualized)
+14.38%
5 Years (annualized)
-0.80%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEMIX 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)
+10.06%
Peer Avg (YTD)
+10.34%
vs Peers
-0.28%

WEMIX Mutual Fund Performance

WEMIX performance across multiple time periods: 1-month -1.51%, YTD 10.06%, 1-year 10.12%, 3-year 14.38%, 5-year -0.80%, 10-year 10.78%.

WEMIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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