WBENX Mutual Fund

WBENX Mutual Fund

NAV$19.20
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Returns Overview

1 Month
+0.96%
3 Months
-5.46%
6 Months
+24.83%
YTD
+24.75%
1 Year
+33.01%
3 Years (annualized)
+22.48%
5 Years (annualized)
+3.92%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBENX 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)
+24.75%
Peer Avg (YTD)
+20.48%
vs Peers
+4.27%

WBENX Mutual Fund Performance

WBENX performance across multiple time periods: 1-month 0.96%, YTD 24.75%, 1-year 33.01%, 3-year 22.48%, 5-year 3.92%, 10-year 9.68%.

WBENX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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