WBVNX Mutual Fund

WBVNX Mutual Fund

NAV$37.11
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Returns Overview

1 Month
+6.46%
3 Months
+18.35%
6 Months
+23.18%
YTD
+22.16%
1 Year
+34.70%
3 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBVNX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.16%
Peer Avg (YTD)
+18.52%
vs Peers
+3.63%

WBVNX Mutual Fund Performance

WBVNX performance across multiple time periods: 1-month 6.46%, YTD 22.16%, 1-year 34.70%, 3-year 11.37%.

WBVNX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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