WABIX Mutual Fund

WABIX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
-1.20%
3 Months
-1.51%
6 Months
-2.29%
YTD
+11.64%
1 Year
+14.97%
3 Years (annualized)
+11.52%
5 Years (annualized)
+7.37%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WABIX 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)
+11.64%
Peer Avg (YTD)
+5.22%
vs Peers
+6.42%

WABIX Mutual Fund Performance

WABIX performance across multiple time periods: 1-month -1.20%, YTD 11.64%, 1-year 14.97%, 3-year 11.52%, 5-year 7.37%, 10-year 5.38%.

WABIX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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