WBIIX Mutual Fund

WBIIX Mutual Fund

NAV$15.64
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Returns Overview

1 Month
-1.98%
3 Months
-5.55%
6 Months
+10.94%
YTD
+9.18%
1 Year
+12.29%
3 Years (annualized)
+13.43%
5 Years (annualized)
+1.44%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBIIX 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)
+9.18%
Peer Avg (YTD)
+8.68%
vs Peers
+0.50%

WBIIX Mutual Fund Performance

WBIIX performance across multiple time periods: 1-month -1.98%, YTD 9.18%, 1-year 12.29%, 3-year 13.43%, 5-year 1.44%, 10-year 8.34%.

WBIIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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