WBSRX Mutual Fund

WBSRX Mutual Fund

NAV$38.04
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Returns Overview

1 Month
-5.16%
3 Months
-8.53%
6 Months
+13.77%
YTD
+11.21%
1 Year
+15.22%
3 Years (annualized)
+15.41%
5 Years (annualized)
+5.34%
10 Years (annualized)
+12.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBSRX 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)
+11.21%
Peer Avg (YTD)
+10.34%
vs Peers
+0.87%

WBSRX Mutual Fund Performance

WBSRX performance across multiple time periods: 1-month -5.16%, YTD 11.21%, 1-year 15.22%, 3-year 15.41%, 5-year 5.34%, 10-year 12.88%.

WBSRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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