WGBIX Mutual Fund

WGBIX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
-2.56%
3 Months
-1.79%
6 Months
+4.42%
YTD
+7.11%
1 Year
+9.85%
3 Years (annualized)
+13.68%
5 Years (annualized)
+6.49%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WGBIX 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
PROUpgrade to run
🏦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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+4.97%
vs Peers
+2.14%

WGBIX Mutual Fund Performance

WGBIX performance across multiple time periods: 1-month -2.56%, YTD 7.11%, 1-year 9.85%, 3-year 13.68%, 5-year 6.49%, 10-year 8.17%.

WGBIX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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