WBALX Mutual Fund

NAV$16.53

Returns Overview

1 Month
+0.63%
3 Months
+3.25%
6 Months
+0.15%
YTD
+0.21%
1 Year
+2.43%
3 Years (annualized)
+4.85%
5 Years (annualized)
+2.95%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBALX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+4.14%
vs Peers
-3.93%

WBALX Mutual Fund Performance

WBALX performance across multiple time periods: 1-month 0.63%, YTD 0.21%, 1-year 2.43%, 3-year 4.85%, 5-year 2.95%, 10-year 5.85%.

WBALX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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