WBELX Mutual Fund

NAV$12.68

Returns Overview

1 Month
+1.63%
3 Months
+21.22%
6 Months
+18.29%
YTD
+16.09%
1 Year
+33.92%
3 Years (annualized)
+17.07%
5 Years (annualized)
+2.11%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBELX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.09%
Peer Avg (YTD)
+21.71%
vs Peers
-5.62%

WBELX Mutual Fund Performance

WBELX performance across multiple time periods: 1-month 1.63%, YTD 16.09%, 1-year 33.92%, 3-year 17.07%, 5-year 2.11%, 10-year 7.95%.

WBELX returns trail the peer average of 21.71% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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