WBIF ETF

$31.62

Returns Overview

1 Month
+3.26%
3 Months
+5.42%
6 Months
+9.56%
YTD
+5.53%
1 Year
+9.67%
3 Years
+6.63%
5 Years
+4.09%
10 Years
+5.27%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WBIF 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

+3.26%

3 Months Performance

+5.42%

6 Months Performance

+9.56%

1 Year Performance

+9.67%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+5.53%
Peer Avg (YTD)
+2.40%
vs Peers
+3.12%

WBIF ETF Performance

WBIF performance across multiple time periods: 1-month 3.26%, YTD 5.53%, 1-year 9.67%, 3-year 6.63%, 5-year 4.09%, 10-year 5.27%.

WBIF returns outperform the peer average of 2.40% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this ETF.

WBIF performance comparison shows side-by-side returns with another fund. WBIF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.26%N/A
3 Months+5.42%N/A
6 Months+9.56%N/A
1 Year+9.67%N/A
3 Years+6.63%N/A
5 Years+4.09%N/A

All returns shown are total returns, not annualized