WBCIX Mutual Fund

WBCIX Mutual Fund

NAV$18.20
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Returns Overview

1 Month
+1.05%
3 Months
-1.98%
6 Months
+3.26%
YTD
+9.68%
1 Year
+11.94%
3 Years (annualized)
+13.90%
5 Years (annualized)
+3.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBCIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+8.01%
vs Peers
+1.67%

WBCIX Mutual Fund Performance

WBCIX performance across multiple time periods: 1-month 1.05%, YTD 9.68%, 1-year 11.94%, 3-year 13.90%, 5-year 3.55%.

WBCIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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