WMBGX Mutual Fund

WMBGX Mutual Fund

NAV$11.52
See how much of WMBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.10%
3 Months
-0.01%
6 Months
+2.30%
YTD
+4.87%
1 Year
+12.34%
3 Years (annualized)
+9.46%
5 Years (annualized)
+4.12%
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
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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+4.87%
Peer Avg (YTD)
+5.54%
vs Peers
-0.67%

WMBGX Mutual Fund Performance

WMBGX performance across multiple time periods: 1-month -2.10%, YTD 4.87%, 1-year 12.34%, 3-year 9.46%, 5-year 4.12%, 10-year 5.97%.

WMBGX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.04%, 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.