WBIGX Mutual Fund

WBIGX Mutual Fund

NAV$28.28
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Returns Overview

1 Month
-1.99%
3 Months
-5.58%
6 Months
+10.97%
YTD
+9.15%
1 Year
+12.16%
3 Years (annualized)
+12.24%
5 Years (annualized)
+0.62%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBIGX 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 ACWI ex USA IMI
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+8.68%
vs Peers
+0.47%

WBIGX Mutual Fund Performance

WBIGX performance across multiple time periods: 1-month -1.99%, YTD 9.15%, 1-year 12.16%, 3-year 12.24%, 5-year 0.62%, 10-year 7.64%.

WBIGX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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