WEQCX Mutual Fund

WEQCX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
-3.50%
3 Months
+0.14%
6 Months
+6.62%
YTD
+5.18%
1 Year
+21.60%
3 Years (annualized)
+15.93%
5 Years (annualized)
+12.65%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEQCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+10.00%
vs Peers
-4.82%

WEQCX Mutual Fund Performance

WEQCX performance across multiple time periods: 1-month -3.50%, YTD 5.18%, 1-year 21.60%, 3-year 15.93%, 5-year 12.65%, 10-year 13.27%.

WEQCX returns trail the peer average of 10.00% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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