WBENX Mutual Fund

NAV$19.27

Returns Overview

1 Month
+1.64%
3 Months
+32.04%
6 Months
+34.83%
YTD
+31.95%
1 Year
+54.39%
3 Years (annualized)
+24.75%
5 Years (annualized)
+8.48%
10 Years (annualized)
+13.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBENX 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)
+31.95%
Peer Avg (YTD)
+23.08%
vs Peers
+8.88%

WBENX Mutual Fund Performance

WBENX performance across multiple time periods: 1-month 1.64%, YTD 31.95%, 1-year 54.39%, 3-year 24.75%, 5-year 8.48%, 10-year 13.29%.

WBENX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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