WMBZX Mutual Fund

WMBZX Mutual Fund

NAV$11.52
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Returns Overview

1 Month
-2.01%
3 Months
+0.07%
6 Months
+2.45%
YTD
+5.11%
1 Year
+12.67%
3 Years (annualized)
+9.86%
5 Years (annualized)
+4.45%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMBZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+5.54%
vs Peers
-0.42%

WMBZX Mutual Fund Performance

WMBZX performance across multiple time periods: 1-month -2.01%, YTD 5.11%, 1-year 12.67%, 3-year 9.86%, 5-year 4.45%, 10-year 6.14%.

WMBZX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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