WMBGX Mutual Fund

WMBGX Mutual Fund

NAV$11.03
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Returns Overview

1 Month
+2.51%
3 Months
-0.25%
6 Months
+1.54%
YTD
+7.50%
1 Year
+12.73%
3 Years (annualized)
+10.70%
5 Years (annualized)
+4.46%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMBGX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+6.28%
vs Peers
+1.21%

WMBGX Mutual Fund Performance

WMBGX performance across multiple time periods: 1-month 2.51%, YTD 7.50%, 1-year 12.73%, 3-year 10.70%, 5-year 4.46%, 10-year 5.97%.

WMBGX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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