WBIRX Mutual Fund

WBIRX Mutual Fund

NAV$27.69
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Returns Overview

1 Month
-4.67%
3 Months
-5.02%
6 Months
-3.38%
YTD
+4.27%
1 Year
+5.45%
3 Years (annualized)
+14.62%
5 Years (annualized)
+0.52%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBIRX 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)
+4.27%
Peer Avg (YTD)
+5.23%
vs Peers
-0.96%

WBIRX Mutual Fund Performance

WBIRX performance across multiple time periods: 1-month -4.67%, YTD 4.27%, 1-year 5.45%, 3-year 14.62%, 5-year 0.52%, 10-year 7.96%.

WBIRX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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