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WEMIX: EMERGING GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 14.08 0.54(3.69%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 04/03/2008 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 8.96% |
| Expenses | 0.85% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 15.1 | 26.8 | 14.5 | 1.7 | 12.2 | 10.6 | 10.5 | 9.7 | 19.2 | 4.5 | -34.4 | 7.3 | 58.6 | 25.4 | 1.6 | 26.2 | 7.6 | -3.0 | -1.8 | 50.2 | 8.3 | 5.5 | 32.5 | 33.1 | -32.9 |
| Sharpe Ratio | NA | 1.91 | 1.31 | 0.56 | 0.0 | 0.42 | NA | 0.37 | 0.28 | 0.74 | 0.04 | -0.97 | 0.28 | 1.47 | 1.31 | 0.01 | 1.96 | 0.35 | -0.15 | -0.08 | 3.16 | 0.45 | 0.16 | 1.34 | 1.11 | -1.0 |
| Draw Down(%) | NA | 14.6 | 14.6 | 26.3 | 51.2 | 51.2 | NA | 51.3 | 24.8 | 10.7 | 23.3 | 41.4 | 19.1 | 38.8 | 13.4 | 29.7 | 5.4 | 24.3 | 21.2 | 21.1 | 7.3 | 14.2 | 28.0 | 15.4 | 23.0 | 49.7 |
| Standard Deviation(%) | NA | 26.1 | 22.4 | 22.7 | 26.1 | 25.6 | NA | 25.9 | 24.5 | 21.1 | 20.1 | 36.9 | 26.3 | 39.4 | 18.2 | 22.7 | 13.1 | 21.2 | 19.7 | 21.3 | 15.9 | 18.6 | 34.0 | 24.2 | 29.6 | 42.2 |
| Treynor Ratio | NA | 0.44 | 0.27 | 0.12 | 0.0 | 0.1 | NA | 0.09 | 0.07 | 0.15 | 0.01 | -0.33 | 0.06 | 0.58 | 0.21 | 0.0 | 0.22 | 0.06 | -0.03 | -0.01 | 0.48 | 0.08 | 0.05 | 0.33 | 0.38 | -0.48 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.01 | 0.01 | -0.06 | -0.02 | 0.01 | 0.06 | -0.03 | 0.04 | 0.0 | -0.01 | 0.0 | -0.02 | 0.03 | -0.03 | 0.03 | 0.01 | -0.01 | -0.02 |
| Beta | NA | 1.14 | 1.07 | 1.02 | 1.06 | 1.07 | NA | 1.02 | 0.96 | 1.07 | 0.97 | 1.1 | 1.21 | 1.01 | 1.11 | 1.14 | 1.19 | 1.14 | 1.14 | 1.28 | 1.03 | 1.04 | 1.03 | 0.97 | 0.88 | 0.87 |
| RSquared | NA | 0.91 | 0.87 | 0.89 | 0.92 | 0.93 | NA | 0.92 | 0.9 | 0.89 | 0.9 | 0.95 | 0.93 | 0.95 | 0.93 | 0.94 | 0.88 | 0.89 | 0.86 | 0.9 | 0.88 | 0.92 | 0.97 | 0.92 | 0.94 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.9 | 7.5 | 0.0 | 0.0 | 27.8 | 26.7 | 6.0 | 20.2 | 13.9 | 6.3 | 11.1 | 7.0 | 9.2 | 5.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 35.1 | N/A | N/A | -100.0 | 32.8 | 442.9 | -75.9 | 62.8 | 131.2 | -51.5 | 44.7 | 1.9 | 73.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2008
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