WBALX Mutual Fund

WBALX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
+4.83%
3 Months
+3.75%
6 Months
+6.27%
YTD
+5.63%
1 Year
+7.53%
3 Years (annualized)
+7.67%
5 Years (annualized)
+3.25%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBALX 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)
+5.63%
Peer Avg (YTD)
+2.95%
vs Peers
+2.67%

WBALX Mutual Fund Performance

WBALX performance across multiple time periods: 1-month 4.83%, YTD 5.63%, 1-year 7.53%, 3-year 7.67%, 5-year 3.25%, 10-year 6.34%.

WBALX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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