WMBZX Mutual Fund

WMBZX Mutual Fund

NAV$11.49
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Returns Overview

1 Month
-0.61%
3 Months
+4.72%
6 Months
+7.67%
YTD
+7.27%
1 Year
+15.32%
3 Years (annualized)
+11.15%
5 Years (annualized)
+5.05%

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
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 US TIPS Index
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+5.87%
vs Peers
+1.41%

WMBZX Mutual Fund Performance

WMBZX performance across multiple time periods: 1-month -0.61%, YTD 7.27%, 1-year 15.32%, 3-year 11.15%, 5-year 5.05%.

WMBZX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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