WBSNX Mutual Fund

NAV$33.07

Returns Overview

1 Month
+6.71%
3 Months
+24.35%
6 Months
+22.16%
YTD
+21.45%
1 Year
+32.65%
3 Years (annualized)
+20.10%
5 Years (annualized)
+13.16%
10 Years (annualized)
+22.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBSNX 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)
+21.45%
Peer Avg (YTD)
+18.52%
vs Peers
+2.92%

WBSNX Mutual Fund Performance

WBSNX performance across multiple time periods: 1-month 6.71%, YTD 21.45%, 1-year 32.65%, 3-year 20.10%, 5-year 13.16%, 10-year 22.03%.

WBSNX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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