WBVRX Mutual Fund

WBVRX Mutual Fund

NAV$35.89
See how much of WBVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.63%
3 Months
-2.78%
6 Months
+5.07%
YTD
+18.78%
1 Year
+25.72%
3 Years (annualized)
+13.76%
5 Years (annualized)
+5.12%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBVRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.78%
Peer Avg (YTD)
+14.00%
vs Peers
+4.78%

WBVRX Mutual Fund Performance

WBVRX performance across multiple time periods: 1-month 4.63%, YTD 18.78%, 1-year 25.72%, 3-year 13.76%, 5-year 5.12%, 10-year 9.36%.

WBVRX returns outperform the peer average of 14.00% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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