WBIGX Mutual Fund

WBIGX Mutual Fund

NAV$26.44
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Returns Overview

1 Month
-4.72%
3 Months
-5.08%
6 Months
-3.54%
YTD
+4.00%
1 Year
+5.11%
3 Years (annualized)
+14.27%
5 Years (annualized)
+0.22%
10 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBIGX 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 ACWI ex USA IMI
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+5.23%
vs Peers
-1.23%

WBIGX Mutual Fund Performance

WBIGX performance across multiple time periods: 1-month -4.72%, YTD 4.00%, 1-year 5.11%, 3-year 14.27%, 5-year 0.22%, 10-year 7.23%.

WBIGX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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