WSBIX Mutual Fund

WSBIX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
+1.46%
3 Months
+0.06%
6 Months
+0.43%
YTD
+1.22%
1 Year
+1.56%
3 Years (annualized)
+3.43%
5 Years (annualized)
+1.67%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSBIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-3 Year Composite Municipal Bond Index(^BYCMPMBI)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
-0.87%
vs Peers
+2.09%

WSBIX Mutual Fund Performance

WSBIX performance across multiple time periods: 1-month 1.46%, YTD 1.22%, 1-year 1.56%, 3-year 3.43%, 5-year 1.67%, 10-year 1.54%.

WSBIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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