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WSTCM Credit Select Risk Managed Inv (WAMBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.34+0.02 (+0.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.55%
5-year average return3.46%
Number of years up6
Number of years down3
Best 1-yr total return (2 May 2024)11.86%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return11.86%
Worst 3-yr total return1.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWAMBXCategory
YTD0.06%1.90%
1-month-1.15%0.35%
3-month-0.23%1.41%
1-year3.89%7.92%
3-year1.20%3.65%
5-year3.36%3.77%
10-year0.00%2.82%
Last bull market6.23%6.13%
Last bear market-1.52%-3.74%

Annual total return (%) history

Year
WAMBXCategory
2024
N/AN/A
2023
5.45%N/A
2022
-2.72%N/A
2021
1.92%N/A
2020
10.60%3.44%
2019
5.63%6.69%
2018
-0.66%-1.17%
2017
3.31%4.06%
2016
11.86%5.28%
2015
-0.78%-1.41%
2014
N/A1.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.23%N/AN/AN/A
20231.26%-0.10%-0.67%4.94%
2022-1.68%-1.52%-0.08%0.55%
20210.09%1.95%-0.09%-0.04%
2020-1.11%2.95%3.46%4.99%
20192.36%1.50%0.20%1.47%
2018-0.39%-0.69%2.09%-1.62%
20171.34%1.32%1.12%-0.50%
20163.21%3.92%3.77%0.51%
20150.17%-0.04%-0.41%-0.49%
2014-1.14%N/AN/AN/A

Rank in category (by total return)

YTD62
1-month61
3-month65
1-year69
3-year37
5-year21

Load adjusted returns

1-year3.89%
3-year1.20%
5-year3.36%
10-yearN/A