WBAIX Mutual Fund

WBAIX Mutual Fund

NAV$16.85
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Returns Overview

1 Month
+1.59%
3 Months
+2.44%
6 Months
+1.16%
YTD
+1.83%
1 Year
+4.41%
3 Years (annualized)
+5.15%
5 Years (annualized)
+2.99%
10 Years (annualized)
+5.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBAIX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+3.39%
vs Peers
-1.56%

WBAIX Mutual Fund Performance

WBAIX performance across multiple time periods: 1-month 1.59%, YTD 1.83%, 1-year 4.41%, 3-year 5.15%, 5-year 2.99%, 10-year 5.87%.

WBAIX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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