WBSNX Mutual Fund

WBSNX Mutual Fund

NAV$30.34
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Returns Overview

1 Month
-5.15%
3 Months
-8.60%
6 Months
+13.66%
YTD
+11.00%
1 Year
+14.91%
3 Years (annualized)
+15.07%
5 Years (annualized)
+5.01%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBSNX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+10.34%
vs Peers
+0.66%

WBSNX Mutual Fund Performance

WBSNX performance across multiple time periods: 1-month -5.15%, YTD 11.00%, 1-year 14.91%, 3-year 15.07%, 5-year 5.01%, 10-year 12.71%.

WBSNX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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