WGBAX Mutual Fund

WGBAX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
+2.86%
3 Months
+0.14%
6 Months
+2.93%
YTD
+9.70%
1 Year
+15.81%
3 Years (annualized)
+13.32%
5 Years (annualized)
+6.14%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGBAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+6.28%
vs Peers
+3.41%

WGBAX Mutual Fund Performance

WGBAX performance across multiple time periods: 1-month 2.86%, YTD 9.70%, 1-year 15.81%, 3-year 13.32%, 5-year 6.14%, 10-year 8.00%.

WGBAX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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