WBVNX Mutual Fund

WBVNX Mutual Fund

NAV$34.58
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Returns Overview

1 Month
-4.88%
3 Months
-7.29%
6 Months
+9.72%
YTD
+13.26%
1 Year
+18.42%
3 Years (annualized)
+10.46%
5 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBVNX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.26%
Peer Avg (YTD)
+10.34%
vs Peers
+2.91%

WBVNX Mutual Fund Performance

WBVNX performance across multiple time periods: 1-month -4.88%, YTD 13.26%, 1-year 18.42%, 3-year 10.46%, 5-year 5.39%.

WBVNX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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