WBSIX Mutual Fund

NAV$41.21

Returns Overview

1 Month
+6.70%
3 Months
+24.40%
6 Months
+22.27%
YTD
+21.55%
1 Year
+32.95%
3 Years (annualized)
+19.11%
5 Years (annualized)
+8.18%
10 Years (annualized)
+15.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBSIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+21.55%
Peer Avg (YTD)
+18.52%
vs Peers
+3.03%

WBSIX Mutual Fund Performance

WBSIX performance across multiple time periods: 1-month 6.70%, YTD 21.55%, 1-year 32.95%, 3-year 19.11%, 5-year 8.18%, 10-year 15.04%.

WBSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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