WBSIX Mutual Fund

WBSIX Mutual Fund

NAV$40.50
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Returns Overview

1 Month
-5.14%
3 Months
+4.92%
6 Months
+11.15%
YTD
+15.30%
1 Year
+25.58%
3 Years (annualized)
+13.07%
5 Years (annualized)
+5.80%
10 Years (annualized)
+13.65%

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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.30%
Peer Avg (YTD)
+15.31%
vs Peers
-0.01%

WBSIX Mutual Fund Performance

WBSIX performance across multiple time periods: 1-month -5.14%, YTD 15.30%, 1-year 25.58%, 3-year 13.07%, 5-year 5.80%, 10-year 13.65%.

WBSIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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