WMBLX Mutual Fund

WMBLX Mutual Fund

NAV$14.53
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Returns Overview

1 Month
-2.14%
3 Months
-1.34%
6 Months
+6.54%
YTD
+7.16%
1 Year
+10.56%
3 Years (annualized)
+11.27%
5 Years (annualized)
+5.89%
10 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMBLX 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 Intermediate US Government/Credit Index
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+6.10%
vs Peers
+1.06%

WMBLX Mutual Fund Performance

WMBLX performance across multiple time periods: 1-month -2.14%, YTD 7.16%, 1-year 10.56%, 3-year 11.27%, 5-year 5.89%, 10-year 7.41%.

WMBLX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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