WBEIX Mutual Fund

WBEIX Mutual Fund

NAV$20.39
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Returns Overview

1 Month
-10.70%
3 Months
-0.77%
6 Months
+10.37%
YTD
+20.59%
1 Year
+37.73%
3 Years (annualized)
+19.28%
5 Years (annualized)
+3.95%
10 Years (annualized)
+9.67%

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)
+20.59%
Peer Avg (YTD)
+17.66%
vs Peers
+2.93%

WBEIX Mutual Fund Performance

WBEIX performance across multiple time periods: 1-month -10.70%, YTD 20.59%, 1-year 37.73%, 3-year 19.28%, 5-year 3.95%, 10-year 9.67%.

WBEIX returns outperform the peer average of 17.66% 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.