WABSX Mutual Fund

WABSX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-1.91%
3 Months
-2.09%
6 Months
-1.61%
YTD
-1.70%
1 Year
-0.61%
3 Years (annualized)
+4.63%
5 Years (annualized)
+0.43%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WABSX 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 Barclays US Intermediate Government/Credit Bond Index(^BBUINTGCRB)
This Mutual Fund (YTD)
-1.70%
Peer Avg (YTD)
+0.50%
vs Peers
-2.20%

WABSX Mutual Fund Performance

WABSX performance across multiple time periods: 1-month -1.91%, YTD -1.70%, 1-year -0.61%, 3-year 4.63%, 5-year 0.43%, 10-year 1.98%.

WABSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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