WABCX Mutual Fund

WABCX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+0.29%
3 Months
-1.07%
6 Months
-2.64%
YTD
-0.91%
1 Year
+0.78%
3 Years (annualized)
+3.03%
5 Years (annualized)
-2.28%
10 Years (annualized)
+0.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WABCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.91%
Peer Avg (YTD)
+2.15%
vs Peers
-3.07%

WABCX Mutual Fund Performance

WABCX performance across multiple time periods: 1-month 0.29%, YTD -0.91%, 1-year 0.78%, 3-year 3.03%, 5-year -2.28%, 10-year 0.27%.

WABCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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