WBALX Mutual Fund

WBALX Mutual Fund

NAV$16.83
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Returns Overview

1 Month
+1.60%
3 Months
+2.43%
6 Months
+1.14%
YTD
+1.81%
1 Year
+4.31%
3 Years (annualized)
+4.99%
5 Years (annualized)
+2.84%
10 Years (annualized)
+5.87%

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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+3.39%
vs Peers
-1.58%

WBALX Mutual Fund Performance

WBALX performance across multiple time periods: 1-month 1.60%, YTD 1.81%, 1-year 4.31%, 3-year 4.99%, 5-year 2.84%, 10-year 5.87%.

WBALX returns trail the peer average of 3.39% 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.