WBAIX Current & History Performance
Explore the performance of Balanced Fund - Institutional Class compared to the S&P Index and the Balanced category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.
Explore the performance of Balanced Fund - Institutional Class compared to the S&P Index and the Balanced category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.
Growth of $10,000
26,377.24
SPY
11,772.79
WBAIX
16,549.81
Balanced
Historical Prices
SPY
28.79%
16.16%
27.04%
-19.95%
24.29%
23.30%
16.35%
-3.33%
WBAIX
6.44%
6.93%
10.30%
-11.34%
8.09%
1.87%
-0.83%
-2.57%