WABSX Mutual Fund

NAV$9.66

Returns Overview

1 Month
-0.05%
3 Months
+0.48%
6 Months
+0.40%
YTD
+0.40%
1 Year
+3.22%
3 Years (annualized)
+4.74%
5 Years (annualized)
+0.62%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WABSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Government/Credit Bond Index(^BBUINTGCRB)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+3.23%
vs Peers
-2.83%

WABSX Mutual Fund Performance

WABSX performance across multiple time periods: 1-month -0.05%, YTD 0.40%, 1-year 3.22%, 3-year 4.74%, 5-year 0.62%, 10-year 2.05%.

WABSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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