WSBFX Mutual Fund

WSBFX Mutual Fund

NAV$24.15
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Returns Overview

1 Month
-0.65%
3 Months
+3.63%
6 Months
+6.01%
YTD
+7.40%
1 Year
+16.45%
3 Years (annualized)
+9.18%
5 Years (annualized)
+5.33%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSBFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+7.40%
Peer Avg (YTD)
+5.54%
vs Peers
+1.86%

WSBFX Mutual Fund Performance

WSBFX performance across multiple time periods: 1-month -0.65%, YTD 7.40%, 1-year 16.45%, 3-year 9.18%, 5-year 5.33%, 10-year 8.48%.

WSBFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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