WABIX Mutual Fund

NAV$12.44

Returns Overview

1 Month
-3.53%
3 Months
-0.79%
6 Months
+13.67%
YTD
+13.36%
1 Year
+22.87%
3 Years (annualized)
+12.23%
5 Years (annualized)
+7.09%
10 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WABIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+13.36%
Peer Avg (YTD)
+5.93%
vs Peers
+7.42%

WABIX Mutual Fund Performance

WABIX performance across multiple time periods: 1-month -3.53%, YTD 13.36%, 1-year 22.87%, 3-year 12.23%, 5-year 7.09%, 10-year 5.68%.

WABIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

WABIX performance comparison shows side-by-side returns with another fund. WABIX alternatives are available in the Mutual Fund Screener.