WBEIX Mutual Fund

WBEIX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
+0.94%
3 Months
-5.42%
6 Months
+24.98%
YTD
+24.98%
1 Year
+33.35%
3 Years (annualized)
+22.78%
5 Years (annualized)
+4.18%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBEIX 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
MSCI Emerging Markets IMI Index(^MSEMIMI)
This Mutual Fund (YTD)
+24.98%
Peer Avg (YTD)
+20.48%
vs Peers
+4.50%

WBEIX Mutual Fund Performance

WBEIX performance across multiple time periods: 1-month 0.94%, YTD 24.98%, 1-year 33.35%, 3-year 22.78%, 5-year 4.18%, 10-year 9.96%.

WBEIX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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