WBSNX Mutual Fund

WBSNX Mutual Fund

NAV$30.72
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Returns Overview

1 Month
+1.62%
3 Months
+2.83%
6 Months
+11.49%
YTD
+17.03%
1 Year
+20.11%
3 Years (annualized)
+15.07%
5 Years (annualized)
+5.01%
10 Years (annualized)
+12.71%

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
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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)
+17.03%
Peer Avg (YTD)
+15.20%
vs Peers
+1.83%

WBSNX Mutual Fund Performance

WBSNX performance across multiple time periods: 1-month 1.62%, YTD 17.03%, 1-year 20.11%, 3-year 15.07%, 5-year 5.01%, 10-year 12.71%.

WBSNX returns outperform the peer average of 15.20% 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.