WGBAX Mutual Fund

WGBAX Mutual Fund

NAV$14.03
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Returns Overview

1 Month
-0.57%
3 Months
+6.25%
6 Months
+9.43%
YTD
+8.91%
1 Year
+18.03%
3 Years (annualized)
+13.35%
5 Years (annualized)
+6.44%

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
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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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+8.91%
Peer Avg (YTD)
+5.87%
vs Peers
+3.05%

WGBAX Mutual Fund Performance

WGBAX performance across multiple time periods: 1-month -0.57%, YTD 8.91%, 1-year 18.03%, 3-year 13.35%, 5-year 6.44%.

WGBAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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