WSBFX Mutual Fund

NAV$25.13

Returns Overview

1 Month
+2.75%
3 Months
+10.28%
6 Months
+8.10%
YTD
+8.10%
1 Year
+17.93%
3 Years (annualized)
+8.01%
5 Years (annualized)
+4.73%
10 Years (annualized)
+8.12%

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

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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 U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+5.87%
vs Peers
+2.24%

WSBFX Mutual Fund Performance

WSBFX performance across multiple time periods: 1-month 2.75%, YTD 8.10%, 1-year 17.93%, 3-year 8.01%, 5-year 4.73%, 10-year 8.12%.

WSBFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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