WBIIX Mutual Fund

NAV$15.58

Returns Overview

1 Month
-5.80%
3 Months
+0.71%
6 Months
+0.97%
YTD
+7.52%
1 Year
+21.72%
3 Years (annualized)
+12.80%
5 Years (annualized)
+2.93%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBIIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA IMI
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+8.97%
vs Peers
-1.45%

WBIIX Mutual Fund Performance

WBIIX performance across multiple time periods: 1-month -5.80%, YTD 7.52%, 1-year 21.72%, 3-year 12.80%, 5-year 2.93%, 10-year 8.91%.

WBIIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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