WMBGX Mutual Fund

NAV$11.41

Returns Overview

1 Month
-0.60%
3 Months
+4.65%
6 Months
+7.52%
YTD
+7.12%
1 Year
+14.98%
3 Years (annualized)
+10.84%
5 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMBGX 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)
+7.12%
Peer Avg (YTD)
+5.87%
vs Peers
+1.26%

WMBGX Mutual Fund Performance

WMBGX performance across multiple time periods: 1-month -0.60%, YTD 7.12%, 1-year 14.98%, 3-year 10.84%, 5-year 4.74%.

WMBGX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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