WENRX Mutual Fund

WENRX Mutual Fund

NAV$65.04
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Returns Overview

1 Month
-0.12%
3 Months
-5.27%
6 Months
+11.85%
YTD
+5.61%
1 Year
+4.02%
3 Years (annualized)
+16.08%
5 Years (annualized)
-0.66%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WENRX 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
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📉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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+6.72%
vs Peers
-1.11%

WENRX Mutual Fund Performance

WENRX performance across multiple time periods: 1-month -0.12%, YTD 5.61%, 1-year 4.02%, 3-year 16.08%, 5-year -0.66%, 10-year 11.50%.

WENRX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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