WBSNX Mutual Fund

WBSNX Mutual Fund

NAV$32.03
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Returns Overview

1 Month
-5.17%
3 Months
+4.86%
6 Months
+10.99%
YTD
+15.16%
1 Year
+25.28%
3 Years (annualized)
+12.79%
5 Years (annualized)
+5.53%
10 Years (annualized)
+12.55%

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
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📉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)
+15.16%
Peer Avg (YTD)
+15.31%
vs Peers
-0.15%

WBSNX Mutual Fund Performance

WBSNX performance across multiple time periods: 1-month -5.17%, YTD 15.16%, 1-year 25.28%, 3-year 12.79%, 5-year 5.53%, 10-year 12.55%.

WBSNX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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