WEBAX Mutual Fund

WEBAX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
-2.57%
3 Months
-0.70%
6 Months
+4.71%
YTD
+3.21%
1 Year
+4.06%
3 Years (annualized)
+9.31%
5 Years (annualized)
+4.49%
10 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WEBAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+4.96%
vs Peers
-1.76%

WEBAX Mutual Fund Performance

WEBAX performance across multiple time periods: 1-month -2.57%, YTD 3.21%, 1-year 4.06%, 3-year 9.31%, 5-year 4.49%, 10-year 6.68%.

WEBAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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