WABMX Mutual Fund

WABMX Mutual Fund

NAV$8.51
See how much of WABMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
-0.90%
6 Months
-2.33%
YTD
-0.58%
1 Year
+1.26%
3 Years (annualized)
+3.49%
5 Years (annualized)
-0.56%
10 Years (annualized)
+1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WABMX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+2.15%
vs Peers
-2.74%

WABMX Mutual Fund Performance

WABMX performance across multiple time periods: 1-month 0.29%, YTD -0.58%, 1-year 1.26%, 3-year 3.49%, 5-year -0.56%, 10-year 1.00%.

WABMX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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