WEUSX Mutual Fund

WEUSX Mutual Fund

NAV$15.82
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Returns Overview

1 Month
-2.53%
3 Months
+1.74%
6 Months
+13.94%
YTD
+12.15%
1 Year
+18.88%
3 Years (annualized)
+19.74%
5 Years (annualized)
+9.19%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEUSX 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
MSCI ACWI Index (ex. US) NET
This Mutual Fund (YTD)
+12.15%
Peer Avg (YTD)
+9.29%
vs Peers
+2.86%

WEUSX Mutual Fund Performance

WEUSX performance across multiple time periods: 1-month -2.53%, YTD 12.15%, 1-year 18.88%, 3-year 19.74%, 5-year 9.19%, 10-year 10.08%.

WEUSX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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