WMBLX Mutual Fund

WMBLX Mutual Fund

NAV$14.64
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Returns Overview

1 Month
-0.05%
3 Months
+2.66%
6 Months
+6.46%
YTD
+8.57%
1 Year
+17.02%
3 Years (annualized)
+10.44%
5 Years (annualized)
+6.03%
10 Years (annualized)
+7.34%

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)
+8.57%
Peer Avg (YTD)
+6.57%
vs Peers
+2.00%

WMBLX Mutual Fund Performance

WMBLX performance across multiple time periods: 1-month -0.05%, YTD 8.57%, 1-year 17.02%, 3-year 10.44%, 5-year 6.03%, 10-year 7.34%.

WMBLX returns outperform the peer average of 6.57% 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.