WBBIX Mutual Fund

WBBIX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+1.55%
3 Months
-0.13%
6 Months
+0.71%
YTD
+5.01%
1 Year
+5.13%
3 Years (annualized)
+11.20%
5 Years (annualized)
+4.24%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBBIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+5.92%
vs Peers
-0.91%

WBBIX Mutual Fund Performance

WBBIX performance across multiple time periods: 1-month 1.55%, YTD 5.01%, 1-year 5.13%, 3-year 11.20%, 5-year 4.24%, 10-year 7.05%.

WBBIX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

WBBIX vs another fund shows side-by-side returns. WBBIX alternatives are available in the Mutual Fund Screener.