WBVNX Mutual Fund

WBVNX Mutual Fund

NAV$35.40
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Returns Overview

1 Month
-0.16%
3 Months
+8.03%
6 Months
+15.30%
YTD
+22.98%
1 Year
+33.62%
3 Years (annualized)
+10.20%
5 Years (annualized)
+6.25%

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)
+22.98%
Peer Avg (YTD)
+15.31%
vs Peers
+7.67%

WBVNX Mutual Fund Performance

WBVNX performance across multiple time periods: 1-month -0.16%, YTD 22.98%, 1-year 33.62%, 3-year 10.20%, 5-year 6.25%.

WBVNX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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