WBCRX Mutual Fund

WBCRX Mutual Fund

NAV$18.49
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Returns Overview

1 Month
-5.16%
3 Months
-5.35%
6 Months
+11.17%
YTD
+8.59%
1 Year
+9.91%
3 Years (annualized)
+10.95%
5 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBCRX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+6.72%
vs Peers
+1.86%

WBCRX Mutual Fund Performance

WBCRX performance across multiple time periods: 1-month -5.16%, YTD 8.59%, 1-year 9.91%, 3-year 10.95%, 5-year 5.42%.

WBCRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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