WESNX Mutual Fund

WESNX Mutual Fund

NAV$26.08
See how much of WESNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.07%
3 Months
-2.59%
6 Months
+12.64%
YTD
+17.97%
1 Year
+20.39%
3 Years (annualized)
+16.34%
5 Years (annualized)
+5.07%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WESNX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+17.97%
Peer Avg (YTD)
+20.48%
vs Peers
-2.51%

WESNX Mutual Fund Performance

WESNX performance across multiple time periods: 1-month -1.07%, YTD 17.97%, 1-year 20.39%, 3-year 16.34%, 5-year 5.07%, 10-year 8.41%.

WESNX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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