WBELX Mutual Fund

WBELX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
-1.67%
3 Months
-5.32%
6 Months
+14.77%
YTD
+11.99%
1 Year
+14.59%
3 Years (annualized)
+17.70%
5 Years (annualized)
+2.84%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBELX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+11.99%
Peer Avg (YTD)
+18.35%
vs Peers
-6.36%

WBELX Mutual Fund Performance

WBELX performance across multiple time periods: 1-month -1.67%, YTD 11.99%, 1-year 14.59%, 3-year 17.70%, 5-year 2.84%, 10-year 6.72%.

WBELX returns trail the peer average of 18.35% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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