WIEMX Mutual Fund

WIEMX Mutual Fund

NAV$2.05
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Returns Overview

1 Month
-2.80%
3 Months
-5.45%
6 Months
+14.29%
YTD
+17.51%
1 Year
+24.49%
3 Years (annualized)
+11.73%
5 Years (annualized)
-0.48%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIEMX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.51%
Peer Avg (YTD)
+18.35%
vs Peers
-0.84%

WIEMX Mutual Fund Performance

WIEMX performance across multiple time periods: 1-month -2.80%, YTD 17.51%, 1-year 24.49%, 3-year 11.73%, 5-year -0.48%, 10-year 7.43%.

WIEMX returns trail the peer average of 18.35% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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