WIBMX Mutual Fund

WIBMX Mutual Fund

NAV$8.36
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Returns Overview

1 Month
+0.31%
3 Months
-0.76%
6 Months
-2.27%
YTD
-0.35%
1 Year
+1.49%
3 Years (annualized)
+3.70%
5 Years (annualized)
-0.37%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WIBMX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.35%
Peer Avg (YTD)
+2.15%
vs Peers
-2.50%

WIBMX Mutual Fund Performance

WIBMX performance across multiple time periods: 1-month 0.31%, YTD -0.35%, 1-year 1.49%, 3-year 3.70%, 5-year -0.37%, 10-year 1.24%.

WIBMX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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