WBSRX Mutual Fund

NAV$39.56

Returns Overview

1 Month
-2.01%
3 Months
+4.82%
6 Months
+9.01%
YTD
+15.54%
1 Year
+33.00%
3 Years (annualized)
+19.16%
5 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBSRX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.54%
Peer Avg (YTD)
+18.52%
vs Peers
-2.99%

WBSRX Mutual Fund Performance

WBSRX performance across multiple time periods: 1-month -2.01%, YTD 15.54%, 1-year 33.00%, 3-year 19.16%, 5-year 8.24%.

WBSRX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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