WMBFX Mutual Fund

WMBFX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
-2.80%
3 Months
-2.56%
6 Months
+1.81%
YTD
+4.01%
1 Year
+5.81%
3 Years (annualized)
+9.95%
5 Years (annualized)
+3.71%
10 Years (annualized)
+5.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMBFX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+4.96%
vs Peers
-0.95%

WMBFX Mutual Fund Performance

WMBFX performance across multiple time periods: 1-month -2.80%, YTD 4.01%, 1-year 5.81%, 3-year 9.95%, 5-year 3.71%, 10-year 5.36%.

WMBFX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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