WBVRX Mutual Fund

WBVRX Mutual Fund

NAV$36.28
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Returns Overview

1 Month
-0.16%
3 Months
+8.07%
6 Months
+15.45%
YTD
+22.18%
1 Year
+34.07%
3 Years (annualized)
+9.66%
5 Years (annualized)
+6.09%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBVRX 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)
+22.18%
Peer Avg (YTD)
+15.31%
vs Peers
+6.87%

WBVRX Mutual Fund Performance

WBVRX performance across multiple time periods: 1-month -0.16%, YTD 22.18%, 1-year 34.07%, 3-year 9.66%, 5-year 6.09%, 10-year 9.50%.

WBVRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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