WMBFX Mutual Fund

WMBFX Mutual Fund

NAV$11.65
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Returns Overview

1 Month
-2.12%
3 Months
-0.19%
6 Months
+1.91%
YTD
+4.48%
1 Year
+11.52%
3 Years (annualized)
+8.73%
5 Years (annualized)
+3.37%
10 Years (annualized)
+5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMBFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+5.54%
vs Peers
-1.06%

WMBFX Mutual Fund Performance

WMBFX performance across multiple time periods: 1-month -2.12%, YTD 4.48%, 1-year 11.52%, 3-year 8.73%, 5-year 3.37%, 10-year 5.25%.

WMBFX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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