WMBRX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+0.71%
3 Months
+2.13%
6 Months
+2.27%
YTD
+2.27%
1 Year
+6.48%
3 Years (annualized)
+3.67%
5 Years (annualized)
+1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMBRX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+1.79%
vs Peers
+0.49%

WMBRX Mutual Fund Performance

WMBRX performance across multiple time periods: 1-month 0.71%, YTD 2.27%, 1-year 6.48%, 3-year 3.67%, 5-year 1.06%.

WMBRX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

WMBRX performance comparison shows side-by-side returns with another fund. WMBRX alternatives are available in the Mutual Fund Screener.