WESRX Mutual Fund

WESRX Mutual Fund

NAV$15.17
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Returns Overview

1 Month
-1.61%
3 Months
-5.38%
6 Months
+12.05%
YTD
+8.90%
1 Year
+9.51%
3 Years (annualized)
+14.43%
5 Years (annualized)
+3.30%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WESRX 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
ICE Bank of America Merrill Lynch US Convertible Index(VXA0)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+10.47%
vs Peers
-1.57%

WESRX Mutual Fund Performance

WESRX performance across multiple time periods: 1-month -1.61%, YTD 8.90%, 1-year 9.51%, 3-year 14.43%, 5-year 3.30%, 10-year 8.60%.

WESRX returns trail the peer average of 10.47% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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