WMBFX Mutual Fund

NAV$11.75

Returns Overview

1 Month
-0.68%
3 Months
+4.48%
6 Months
+7.12%
YTD
+6.74%
1 Year
+14.15%
3 Years (annualized)
+10.04%
5 Years (annualized)
+3.99%
10 Years (annualized)
+5.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMBFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+5.87%
vs Peers
+0.87%

WMBFX Mutual Fund Performance

WMBFX performance across multiple time periods: 1-month -0.68%, YTD 6.74%, 1-year 14.15%, 3-year 10.04%, 5-year 3.99%, 10-year 5.35%.

WMBFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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