WSBFX Mutual Fund

WSBFX Mutual Fund

NAV$24.70
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Returns Overview

1 Month
-1.78%
3 Months
-1.62%
6 Months
+8.49%
YTD
+6.35%
1 Year
+9.99%
3 Years (annualized)
+9.94%
5 Years (annualized)
+5.10%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WSBFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+4.96%
vs Peers
+1.39%

WSBFX Mutual Fund Performance

WSBFX performance across multiple time periods: 1-month -1.78%, YTD 6.35%, 1-year 9.99%, 3-year 9.94%, 5-year 5.10%, 10-year 8.60%.

WSBFX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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