WMBIX Mutual Fund

WMBIX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-4.20%
3 Months
-5.82%
6 Months
-3.82%
YTD
-3.70%
1 Year
-2.65%
3 Years (annualized)
+3.35%
5 Years (annualized)
+0.62%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WMBIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.70%
Peer Avg (YTD)
-3.82%
vs Peers
+0.12%

WMBIX Mutual Fund Performance

WMBIX performance across multiple time periods: 1-month -4.20%, YTD -3.70%, 1-year -2.65%, 3-year 3.35%, 5-year 0.62%, 10-year 2.07%.

WMBIX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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