WBAIX Mutual Fund

NAV$16.58

Returns Overview

1 Month
+1.04%
3 Months
+0.24%
6 Months
-1.89%
YTD
-0.66%
1 Year
+2.59%
3 Years (annualized)
+4.99%
5 Years (annualized)
+3.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBAIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
-0.66%
Peer Avg (YTD)
+4.14%
vs Peers
-4.80%

WBAIX Mutual Fund Performance

WBAIX performance across multiple time periods: 1-month 1.04%, YTD -0.66%, 1-year 2.59%, 3-year 4.99%, 5-year 3.10%.

WBAIX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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