WBEIX Mutual Fund

NAV$19.80

Returns Overview

1 Month
+1.65%
3 Months
+32.15%
6 Months
+35.04%
YTD
+32.15%
1 Year
+54.80%
3 Years (annualized)
+25.07%
5 Years (annualized)
+8.71%
10 Years (annualized)
+13.11%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+32.15%
Peer Avg (YTD)
+23.08%
vs Peers
+9.07%

WBEIX Mutual Fund Performance

WBEIX performance across multiple time periods: 1-month 1.65%, YTD 32.15%, 1-year 54.80%, 3-year 25.07%, 5-year 8.71%, 10-year 13.11%.

WBEIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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