WBEIX Mutual Fund

WBEIX Mutual Fund

NAV$17.75
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Returns Overview

1 Month
-11.51%
3 Months
-6.28%
6 Months
-7.00%
YTD
+10.59%
1 Year
+12.02%
3 Years (annualized)
+21.17%
5 Years (annualized)
+2.54%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBEIX 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
MSCI Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+9.82%
vs Peers
+0.77%

WBEIX Mutual Fund Performance

WBEIX performance across multiple time periods: 1-month -11.51%, YTD 10.59%, 1-year 12.02%, 3-year 21.17%, 5-year 2.54%, 10-year 8.67%.

WBEIX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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